Upcoming Events

UPCOMING EVENTS:

Social Security Retirement Benefit Options Luncheon
Attend an informational meeting about the Social Security Benefit options
Whatever your plans, this meeting will help you make informed decisions about your Social Security Benefit options, and how much money you may need from other sources to supplement your retirement income. You will learn:
How to maximize Social Security income for you and your spouse
Better understand the impact and potential cost starting Social Security benefits before full retirement age
Strategies to help reduce taxation on Social Security benefits
Lunch will be provided

February 28th, 2019

12:00pm - 1:00pm

Location: Roop Financial Services

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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.

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."

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.