Skip to main content
  • Home
  • About Us
    • Our Qualifications
    • Our Associates
    • Most Common Concerns
    • Your Life Events
  • Our Services
    • Retirement Savings Strategies
    • Retirement Income Planning
    • Estate and Inheritance Planning
  • Resources
    • Featured Links
    • Commercials
    • Tax Preparation Package
    • Articles
    • Calculators
    • Flipbooks
    • Newsletters
    • Glossary
    • Tax Library
    • Videos
  • Request A Quote
    • Annuity
    • Long-Term Care Insurance
    • Life Insurance
    • 401(k) Information Request
    • Information Request
  • Upcoming Events
    • Radio show
    • Roth Financial Radio Show
  • Contact Us

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

Phone:

  • 321-454-3398

Fax:

  • 321-986-8730

E-mail:

  • WealthManagement@RothFinancialGroup.com
  • LinkedIn Icon
  • Facebook Icon
  • X Icon

                                

 

 

Contact Us

Please feel free to contact us with any questions.

Contact Us

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Calculators

You can review interesting calculators on my site.

View Calculators

Do You Know Who Your Beneficiaries Are?

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

More Videos »
Transcript

Newsletters

  • 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.

  • No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

    Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

  • Three Ways to Help Build Financial Resilience

    Here are some steps to help handle challenging times and potentially emerge even stronger.

  • Is It Time to Declare Your Financial Independence?

    Here are some ideas to help pursue a life of financial freedom.

More Newsletters »

Calculators

  • IRA Eligibility

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

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

  • Savings Accumulation

    Estimate the future value of your current savings.

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.

Additional Disclosures Customer Relationship Summary (FORM CRS) and Privacy Policy

  • Privacy Policy
  • Site Map
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck