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200 W. Merritt Island Cswy. Merritt Island, FL 32952

Phone:

  • 321-454-3398

Fax:

  • 321-986-8730

E-mail:

  • WealthManagement@RothFinancialGroup.com
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Contact Us

Please feel free to contact us with any questions.

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Videos

We have interesting videos for you to watch on my site.

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Flipbooks

You can review interesting Flipbooks on my site.

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Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

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Transcript

Newsletters

  • How Savers and Spenders Can Meet in the Middle

    Couples with opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers tips on working out financial differences.

  • The Evolution of Retirement Savings

    The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?

  • Grocery Games: Strategies to Help Stretch Your Food Budget

    Food prices have risen more than 22% since the beginning of 2020, but shopping strategically might help households spend less on groceries.

  • HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?

    This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.

More Newsletters »

Calculators

  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

  • Mortgage Acceleration

    This calculator can help you determine how soon you can pay off your mortgage.

More Calculators »

Securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS) Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. Roth Financial Group, BFCFS and BFC Planning, Inc. are independent entities.  Due to various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.  We are registered to sell Securities in the following states: Arizona, California, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, West Virginia and Wisconsin.

Tax services are offered through Roth Financial Group.  BFCFS does not offer tax or legal advice.

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