Services
A Values Based Financial Guide
Roger Carlon makes his livelihood helping people take care of their money. As a financial advisor, Roger makes an effort to live by the Golden Rule in all his business dealings.
Finding Peace of Mind
Roger helps clients find financial solutions to income and estate tax problems. He shows them strategies for income and capital protection. Advising his clients objectively, he lets them know about a variety of investment vehicles that can potentially contribute to their financial well being: stocks, mutual funds, IRAs, fee-based accounts, variable annuities, life insurance, and bonds.
Focusing on Mature Investors
Most of Roger's clients are age 55 and older - people who've saved well and now want to live well. For many of them, "living well" means paying attention to their children and grandchildren, taking time for travel, contributing to their church and community, and avoiding money worries.
Enjoying Each Day More
With the right retirement plan in place, it is possible for people to have more disposable income in retirement than when they were working. Roger shows his clients both tax-advantaged investing strategies and financial methods of wealth preservation in case of death or disability.
An Understanding Advisor
Roger has professionally focused on the concerns of people planning for a successful retirement since he lost his father in 1983. That unexpected death heightened Roger"s awareness of the money issues facing seniors and others nearing retirement.
Are You Going Through a Transition?
The loss of a loved one or a major transition in your life like retirement can have incredible emotional and financial implications. If you're in such a transition, or want to be prepared for one, call or e-mail Roger for a consultation. In a relatively short period of time, he can help you make sense of the financial side of things.
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