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Bucket System Approach to Retirement

Bucket System Approach to Retirement
Understanding What Purpose They Support. Damian Rothermel CFP®, founder and financial planner of Rothermel Financial Services, LLC, believes in the bucket approach to retirement

Defining Contentment

Defining Contentment
Financial Planning for a Good Night’s Sleep. In the financial world, the secret to success is diversification and staying power.

Advising the Advisors

Advising the Advisors
Financial advisors spend their professional lives helping others prepare to retire.

A Partnership for Success

A Partnership for Success
This Field Marketing Organization Provides Ongoing Training, Support and Marketing Help to Agents

A Financial Trailblazer

A Financial Trailblazer
Expert Strategies for Entrepreneurial Investors in Changing Times

“Munis” Keep Investors Safe

“Munis” Keep Investors Safe
Tax-free municipal bonds can boost any portfolio, but they work especially well with those of high-income investors living in high-tax states such as New York, New Jersey or California.

Social Security Isn’t a Nest Egg

Social Security Isn’t a Nest Egg
As the media dwells on 2016’s coming changes in the administration of Social Security, more forward-thinking financial advisors are acknowledging the alteration but not allowing it to sway their

With Discipline and Consistency

With Discipline and Consistency
Effective client-advisor relationships are imperative to successful planning for both parties. Talented advisors want to work with clients who want help achieving their long term financial goals,

SUITED for Independence

SUITED for Independence
A Personalized Standard of Care. “I’ve been in this business since 2002, and as long as I’ve been investing, forecasters have been predicting the same volatile markets.

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