Have a Plan to Retire?

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    We provide comprehensive financial plans for a secure and rewarding retirement.

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We love serving the Erie, Pa and surrounding areas.

References to security refer to fixed insurance products, never securities or investments.
Insurance guarantees are backed by the claims-paying ability of the issuing carrier.

Could your tax bill in retirement be too big?

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Here is the Roland Financial Freedom Retirement Blueprint: It's as easy as 1 2 3

1
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    Discovering You!

    Hearing your story to discover your unique financial needs and goals.

2
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    Creating Your Plan

    Examining your current financial situation and then developing a comprehensive strategy, supported by the full Roland Financial Team.

3
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    Staying on Course

    We stay with you every step of the way and adjust your plan when you need it.

What clients are saying:

What problems were you trying to solve by working with Roland Financial?

Long term financial security heading into my retirement years.
– Dan T.
Dan T. is an investment advisory and insurance client and has not been compensated for this statement. 6.17.21

What problems were you trying to solve by working with Roland Financial?

How best to invest my money to last through my retirement.
– Linda Lewis
Linda Lewis is an investment advisory and insurance client and has not been compensated for this statement. 6.21.21

How would you describe your financial advisor?

Knowledgeable, thorough, friendly, detailed, trustworthy.
– Derf and Rita
Derf and Rita are investment advisory and insurance clients who have not been compensated for this statement. 6.21.21

How would you describe your financial advisor?

Very knowledgeable and diligent about the ever changing financial market.
– Linda Lewis
Linda Lewis is an investment advisory and insurance client and has not been compensated for this statement. 6.21.21

What has exceeded your expectations since working with Roland Financial?

The entire Roland Financial Team is engaged and does a great job guiding me through the complexities of investments. I never had this with any of the other companies I've dealt with in the past.
– Dan T.
Dan T. is an investment advisory and insurance client and has not been compensated for this statement. May not be representative of all client's experience. 6.17.21

What's the main reason you would recommend working with Roland Financial?

Peace of Mind . . . . I no longer have worries about my financial situation knowing it is now being handled by true professionals.
– Dan T.
Dan T. is an investment advisory and insurance client and has not been compensated for this statement. May not be representative of all client's experience. 6.17.21

What's the main reason you would recommend working with Roland Financial?

They know what they are doing and take the time with their customers to make them more than just a customer.
– SLA
SLA is an investment advisory and insurance client and has not been compensated for this statement. 6.21.21

What would you tell someone who is considering working with Roland Financial?

He has your interest in mind and is easy to communicate with.
– Dave M.
Dave M. is an investment advisory and insurance client and has not been compensated for this statement. 6.21.21

What would you tell someone who is considering working with Roland Financial?

The advisors individualize investments to meet my needs.
–Linda Lewis
Linda Lewis is an investment advisory and insurance client and has not been compensated for this statement. 6.21.21

Is there anything else that you would like to comment on or say about Roland Financial? We always look to exceed your expectations.

Roland took the time to ask the right questions, give us options and help us to make solid decisions. Thanks!
– Derf and Rita
Derf and Rita are investment advisory and insurance clients who have not been compensated for this statement. 6.21.21

Don't let taxes derail your Financial Plan

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You Need a Comprehensive Plan

There are so many ways to get where you are going. When you plan to retire the vehicle you choose may depend on your own personal situation, goals and needs. We design our plans to take into consideration ALL of your needs and have a variety of tools to implement.

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    Growth

    Wealth Management
    Tactical Investing
    IRA/401k/403b Rollovers

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    Security

    Creating Retirement Income Streams
    Annuities
    Dividend Paying Stocks

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    Health

    Medicare
    Long-Term Care Plans
    Life Insurance

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    Retention

    Tax-Efficient Strategies
    Asset Protection Strategies

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    Legacy

    Legacy Planning
    Estate Taxes

References to security refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the claims-paying ability of the issuing carrier.

One of The Keys To Retirement is Knowledge...

Get Free Guides!

Multiple magnetic retirement books

Magnetic Retirement

In his new book, Roland identifies the steps you can take to free yourself from debt and take charge of your financial future!

Download Your Copy Today!

Fill out your information below to download your copy:

  • By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
  • This field is for validation purposes and should be left unchanged.

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Are You Paying Too Much In Taxes?

Learn the difference between taxable and non-taxable income. And strategies that help you blunt the tax bite in retirement.

IRA, ROTH, 403b, 401K and MORE!

Fill out your information below to download your copy:

  • By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
  • This field is for validation purposes and should be left unchanged.

Download Now
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5 Thing Pre-Retirees or Retirees are Missing When They Plan to Retire!

Through the Years we've identified five common mistakes people often make before they hit retirement. Do any of these sound familiar?

Download your Guide Today!

Fill out your information below to download your copy:

  • By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
  • This field is for validation purposes and should be left unchanged.

Download Now
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Optimize Your Social Security Benefit!

Social Security comes with many decisions. What? When? Who? How?

Learn how to optimize your social security in this complimentary guide.

Download your Guide Today!

Fill out your information below to download your copy:

  • By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
  • This field is for validation purposes and should be left unchanged.

Download Now

What's your plan to retire?

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