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9061 Stone Walk Place

Germantown,TN38138
(901) 683-4030

Currently Retired or Soon to Retire

Our pre-retiree and retired clients often share questions about where their money will come from and how long it will last.

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Meet Our Team

Ultimately, our mission is to serve your family. Our team will work closely with you to provide the most appropriate strategies.

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Employee Benefit Strategies

In this day of leaner organizations, Roop Financial Services gladly assumes the role as your one contact point for all your benefit plans.

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Client Centered

Without any conflicts of interest we put your needs first.

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Helpful Content

Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.