Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

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Long-established retirement account rules change. Provided by Walter Roop CLU, RHU The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law...

New I.R.S. Contribution Limits Changes for 2020.

December 12, 2019

New I.R.S. Contribution LimitsChanges for 2020. Provided by Walter Roop The I.R.S. just increased the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2020. Here’s a quick look at...

When do I have to make mandatory withdrawals from my IRAs?”

November 18, 2019

“When do I have to make mandatory withdrawals from my IRAs?” The basic rule is simple. Mandatory withdrawals from traditional IRAs, SIMPLE IRAs, and SEP IRAs generally begin after age 70½. They occur every year. (You...

Featured Team Member

Walter W. Roop CLU®, RHU®

My StoryWhile pursuing my business degree at the University of Memphis and learning about finance, investments, insurance it cultivated a desire to work toward a career helping others with their planning. I admired professionals who...

Richard H. Fisher CLU, CHFC, CFP

Richard joined Roop Financial Services in 2007. With the knowledge he has gained during his 25 years of experience of working with people in the Mid-South area, he is uniquely positioned to help his clients achieve financial independence.

Alicia Spurlock, MBA

Alicia has Bachelor of Business Administration, Master of Business Administration and a Master of Arts in Teaching Education degree from the University of Memphis.

Tyler Roop

As Operations Manager, he is responsible for managing client information, processing paperwork to open new accounts, handling life insurance application submission, underwriting monitoring and performing other back-office operations.

Rob Lackey, MSFP, CFP®, BFA™

Rob assists clients with a variety of investment and insurance services (developing long and short-term financial plans and strategies, insurance and investment reviews, new accounts, rollovers) to assure all client needs are met.

Tanner Harlow

“We seek out the best wherever we can find it — the best rates, the best solutions, the best technology."

Finding the Balance

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