Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
Eliminate Your Worst Nightmare of Not Being Ready for Retirement
Don’t be a statistic of poor investor behavior. Overcome the Greed & Fear that can ruin the best laid financial plans.
Retire with Dignity & Avoid Emotion Driven Money Mistakes.
Retire Without Worries by Using an Unemotional, Rules-Based & Proven Investment Process
Overcome the very practical financial and emotional mistakes that will hinder you from achieving your dreams in life. Equip yourself with a system to make wise decisions.
Use our totally confidential, free and tech savvy guided financial planning experience to evaluate your readiness for retirement in less than two hours.
If you're tired of trying to figure out your retirement planning & investments on your own, contact us today to eliminate confusion & follow our "Retirement Planning Solution System."
The world we live in seduces us into thinking that more money is the answer to all our problems. Visit our blog Wisdom for the Wealthy to learn biblical principles of living and the power of an eternal perspective.
Tax Freedom Day
When Should You Take Social Security
A Living Trust Primer
We understand how it feels to see the market dropping and not know whether it’s the beginning of another 2008 decline. Nobody should have to experience the painful emotions of fear & anxiety as it relates to their financial future. Click on the Logos below to read where Don Roork, CFP, CKA was quoted in the Huffington Post, Forbes, U.S. News and CNBC.
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."