Custom strategies to keep you moving
To support you on your unique journey, we start by crafting personalized strategies that integrate the key elements of a successful retirement, helping ensure you stay on the right path toward your goals.
We’re dedicated to helping you compile savings, retirement income and Social Security to build a confident retirement future. Using your unique vision, we’ll help you create a personalized income strategy that works to deliver the financial confidence you deserve throughout your retirement.
Our approach to legacy planning goes beyond finances. It encompasses the values and principles you wish to pass on. Together, we’ll develop a legacy plan that reflects your wishes and helps to provide clarity and stability for future generations.
Our team is committed to identifying and implementing strategies that help to minimize tax liabilities and maximize your asset retention. By staying informed and proactive, we work to help ensure that your financial strategies align with your goals and the latest tax advancements, protecting your assets for a confident retirement.
From protecting the people and things you love to helping generate consistent income, our team works to craft the customized insurance strategies you need to live with confidence during retirement.
Our team can help you make life insurance more than a policy—we work to make it a promise to your loved ones. We carefully assess your situation to provide coverage that supports those you care about and helps to protect their future with financial confidence.
Our dedicated team will help you navigate the complexities of benefit timing and options to help you receive the best return possible. By customizing your strategy, we help to ensure that Social Security significantly contributes to your confident retirement journey in a tax-smart way.
We’re ready to follow through on your vision.
Are you?
Schedule your no-obligation meeting with our team to explore how we can help you stay on track and achieve your retirement goals. Already have a retirement professional? No problem—we’re here to get to know you and your aspirations, no pushy sales tactics or pressure to become a client.
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(615) 375-7275
Rothrock Wealth and Retirement Strategies
2018 Medical Center Pkwy #B134 Murfreesboro, TN 37129
Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
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