Grow, Preserve, Thrive

It's time to create the retirement plan you deserve.

Discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

Evaluate

Using the Freedom Retirement Blueprint, we'll examine your current financial situation and help determine your retirement needs.

Plan

Receive a custom strategy to help you pursue unique retirement goals.









Watch Roland on “Wise Money Wednesday”!

Got questions about Medicare or Social Security? Have you been laid off recently? Or, have you ever wondered why it’s so important to have a PLAN for retirement?

Tune in to see Roland answer these questions — and more! — on “Wise Money Wednesday”:

  • Noon on WSEE (CBS affiliate)
  • 5:50 p.m. on WICU (NBC affiliate)

Get a sneak preview:

   

We love helping hardworking people like you learn more about finances and how to create a retirement plan you deserve.

Watch recent segments to get caught up on tips to better YOUR retirement plan!

Roland
Book
book-mobile

Read Roland's Latest Book!

"Magnetic Retirement:
How to Attract The Retirement You Really Want"

Complimentary Chapter Download

In his new book, Roland identifies the steps you can take to help free yourself from debt and how you can take charge of your financial future to help ensure an independent and confident retirement.