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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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Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

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

  • Home Appliance Economics

    The prices of new home appliances have declined over the last decade, but repair costs have gone through the roof. Here’s what to consider when facing appliance-buying decisions.

  • Have You Set a Retirement Savings Goal?

    Completing this simple worksheet can help establish a realistic retirement savings target.

  • 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?

  • Beneficiary Designations: Who Gets the Money?

    It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

More Newsletters »

Calculators

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Disability Income Insurance

    How much Disability Income Insurance do you need?

  • Credit Card Debt

    How Long Will It Take to Pay my Balance?

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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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