We Put Your Interest First

When you have a meeting with your financial advisor, do you lead the meeting or do they?

We’ve put together ten questions you should ask your financial advisor so that they understand they are working for you, not the other way around.

Curious about what these questions are? You can read them here 10 QUESTIONS TO ASK YOUR ADVISOR

Your Personalized Plan could cover:

Account titling, gifting and more

Roth IRA conversion analysis

Customized investment advice

Personal insurance analysis

Strategies for income generation and growth

Estate planning & trust services

Education planning

Cash flow analysis

Retirement goal setting

Social Security & pension review

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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.