Financial Planning

Your future depends on the critically important financial decisions you make today. At Rollins Financial, we take pride in working with you to develop a plan of action that gives you the greatest chance at a happy and successful life. Financial planning services we offer include:

Tax Planning

We’ll help you reduce the amount of taxes you have to pay the government, and increase the amount of money you have to spend or save. By increasing your tax deductions, reducing your taxable income by investing in retirement accounts, and taking advantage of tax credits and helpful provisions in the tax law, we can minimize your tax debt and put you in a better position to achieve your financial goals.

Insurance Planning

Life insurance can be a key part of your financial strategy. Life insurance policies can help to provide for your loved ones in the event of your early death. We’ll explain the different types of life insurance available—including term life, universal life, and whole life—and the advantages of each, and help you develop a contingency plan that fits your budget and ensures your family’s needs are met after you’re gone.

Estate Planning

Estate planning allows you to arrange for the distribution of your financial assets to your heirs or intended beneficiaries after your death. Planning ahead lets you assert greater control over the legacy you leave to your loved ones. While we’re not estate attorneys, we’ll put you in touch with qualified professionals in that area, and offer financial advice to make the process as smooth as possible, including finding ways to lower expenses and minimize your tax debt, to pass as much of your estate as possible on to your loved ones.

Retirement Planning

Retirement planning is, simply put, the process of ensuring that you have sufficient financial assets to pay your bills and live life the way you want to live after you retire. Our expert team will analyze your current assets, discuss your goals, and develop an investment plan that gives you the best chance to live out your retirement in comfort.

Education Planning

A college education is one of the single most important tools for a successful future. And yet the cost of achieving that education has never been higher. Investing now in education for yourself or your loved ones can greatly reduce or eliminate crippling student loan debts. The knowledgeable professionals at Rollins Financial will walk you through the various types of education investment options, including 529 plans, custodial accounts, and educational IRAs, and help you best position yourself for success.