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Who We Serve
We serve clients from diverse backgrounds, including the affluent and the average. Our diverse client base includes the average working American, doctors, lawyers, entertainers, professional athletes, small business owners, and corporations. If you have any level of income and assets today or expect to have it in the future, please get in touch with us so we can begin designing your financial plan.
We are skilled listeners
We do not know what you need until we listen to you. We offer a no-cost introductory Q&A Asset Map Video discovery session in a relaxed setting to get to know you, answer your questions, learn about what’s important to you, and determine if we may be able to help.
Introductory story session meeting:
Our very first meeting with a new client where we simply get to know your story. We discuss your background, history, goals, dreams, fears, biases, and what you expect from your advisory team.
We build you an Asset map. The Asset Map (watch video) process can provide you with the following to take home:
It gives you and the advisor a thorough understanding of your financial situation.
- It leads to the creation of your customized Asset Map, which gives you a one-stop location for tracking your account balance and cash flow for year to year.
- It helps your advisor compartmentalize your assets so he can work towards helping you turn more of your “bad” pre-tax money into “good” tax-free money.
- It provides you and your advisor with debt identification and sets the stage for elimination.
- It identifies your tax liabilities so your advisor can help devise a proactive strategy for defusing a larger tax liability rather than letting it blow up on you and your family.
- It captures your beneficiary information and ensures proper asset titling to help you (1) avoid putting your family through probate upon your passing and (2) avoid unintentionally disinheriting your loves ones.
- It helps settling your estate much easier for your heirs because they will be able to see all our assets, debts, and liabilities in one simple document.
How To Prepare for Our Introductory Story session meeting
You don’t need to do anything to prepare for the meeting, and there’s no cost or commitment for the meeting. It may be helpful to collect your financial information so we can review them together.
Get Started Now
Schedule your introductory story session meeting today 901-683-4030 or walter@roopfinancial.com