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Working with a financial advisor is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, it’s our mission to help make your financial life easier and give more peace of mind so you can focus on what matters most. In our client advisory relationships, we act as a Fiduciary in their advisory account. 

We’re Here to Help
We offer a no-cost introductory Q&A session to get to know you, answer your questions, learn more about what’s important to you, and determine if we may be able to help.

In our introductory phone call, we’ll discuss:

- Which financial questions and needs do you have?
- What are your concerns or goals when it comes to planning and investing?
- During our discussion, we’ll answer any specific questions you may have, and take the time to learn about your values, goals, and objectives.

How To Prepare For Our Call
You don’t need to do anything to prepare for the meeting, and there’s no cost or commitment for the call. It may be helpful to collect your financial questions so we can review them together.

Get Started Now
Schedule your introductory phone call today 901-683-4030 or walter@roopfinancial.com

Schedule now by calling.