Our Services
Today's investment climate offers unprecedented opportunities. At Roth Financial Group, our mission is to help clients take advantage of those opportunities by providing them with three key tools:
1. A clear understanding of their financial goals
2. A well-defined roadmap for achieving those goals
3. Ongoing advice to help adjust their roadmap when their needs change
Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short and long-term objectives. We offer services on a fee base or commission base, completely at the client's discretion.
On the pages that follow you will find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs.
For help with your financial management, or for more information on Roth Financial Group, please contact us today at (321) 454-3398.
Investments
- Full Service Brokerage
- REITS
- Securities
- Stocks, Bonds, CD'S
- Mutual Funds
- Money Market Accounts
- Third-Party Money Managers
- Direct Participation
- "Tenant in Common" 1031 Exchanges
- Tax Reduction Planning
Pension & Retirement Planning
401k and IRA Rollovers
- Pension/Profit Sharing
- SEP's
- 403(b)TSA
- IRA's (Roth, Multi-generational and Traditional
Annuities
- Variable and Fixed Annuities
- Indexed Annuities
- Defered Annuities
Insurance
- Universal Life Insurance
- Term Life Insurance
- Second-To-Die Life
- Whole Life Insurance
- Long-Term Care
College Funding
- 529 Plans
- Coverdale
- Educational IRA's
Income & Asset Protection
Basic and Advanced