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.

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

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Learn more about tax strategies in retirement!

This 8-page guide was created for you to better understand how effective tax strategies could impact your retirement income, including:

  • The different types of retirement accounts
  • Why tax laws are ever-changing
  • Options for tax deductions in retirement

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 Kljunich
Roland's Book Magnetic Retirement
Roland's Book

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.