FINANCIAL ADVICE BASED ON YOU
Planning with a purpose..
Roop Financial Services, Inc is a Tennessee independent financial services firm. We offer securities and advisory services through Woodbury Financial Services, Inc. It takes a clear blueprint to balance today’s needs with tomorrow’s goals. That's where a fiduciary advisor comes in. A fiduciary advisor can help take an objective view of your financial picture, evaluate your personal situation and outlook, and work with you to develop a sound, actionable plan that can help put you on a path toward your objectives.
We listen: Every relationship begins with our Discovery process. We listen to your story, learning your needs and dreams to ensure the Planning process reflects the heart of what you want to achieve. Getting to know you doesn’t end with Discovery. We believe that the most fruitful relationships are forged over time and we are committed to listening to your changing needs and desires.
We are objective: After Discovery, your team of credentialed financial planners begin the Planning process. Eight key elements of wealth management are covered: financial planning, estate planning, investment management, tax strategies, retirement planning, charitable giving, education planning, and risk management. We interact with you throughout the process to ensure we accurately capture every detail.
We are experienced: Once Planning is complete, your team will meet with you to share strategic ideas, provide detailed Insight with Recommendations, and incorporate your valuable feedback. The completed plan is the starting point for regularly scheduled review Meetings during which we track goals and monitor progress. We are committed to the highest level of transparency and eager to address all of your questions and concerns.
We have experience working with people who are going through a Life Transition. Examples: Buying or selling a business, getting married, closing in on retirement, relocating, receiving a windfall inheritance, divorcing, widowed, finding yourself between jobs, having a death in the family, negotiating an executive pension package. Our clients value our dedicated service, objectivity and a team of advisors approach to help them grow, preserve and pass on their wealth. We strive to improve the quality of life for our clients by providing financial clarity, wisdom and confidence. Our clients value our dedicated service, objectivity and a team approach to help them potentially grow, preserve and pass on their wealth.