Fiduciary

We believe financial advisors should be fiduciaries for their clients. The interests between clients and the people who are giving them advice should be aligned as much as possible, while conflicts of interests should be minimized. Legally, a fiduciary duty is the highest standard of care for clients. We will never take a commission from any financial product offered to you, and it is our legal and ethical responsibility to pursue your financial best interest in good faith.

Rollins Financial offers financial planning and accounting services under one roof. Most people have plenty on their plate already without having to constantly worry about the intricacies of money. Everyone needs a plan to achieve their financial goals. Making that plan shouldn’t be stressful, though. Rollins Financial helps clients craft financial plans that fit their investment and retirement goals. We coordinate taxes, financial planning, and investments. We tailor financial strategies designed to achieve our clients’ goals. Our fiduciary obligation gives clients the peace of mind that their assets are well cared for.

Surely, a financial advisor should always act in the interest of the client and not in their own, right? Not necessarily… Many financial advisors are basically salespeople. There is a great deal of talk about trust in the financial services industry, but you should always do your due diligence before spending your money, whether in the market or on insurance policies. Entrusting your financial resources only to unbiased fee-only asset managers is a great place to start. We’ll work with you to create a retirement plan that is attainable and sufficient for all your family’s needs.

 

The advisors of Rollins Financial are true Fee-Only investment specialists. We build investment and retirement plans that fit our clients’ goals and varying temperaments. Some people check their account balances every time the stock market swings, and like to research investment choices in their IRA themselves. Others just want the assurance that a skilled professional is monitoring their financial health, that they’re saving enough for retirement and college expenses down the road - that things are taken care of.

The advisors of Rollins Financial are disciplined. We keep your long-term financial goals in our line of sight, and do not give in to emotionally charged reactions to the sometimes-volatile financial market.

Whereas many competitors accept financial incentives for recommending certain products, we are fiduciaries for our clients. We never accept commissions on financial products we recommend. This allows Rollins to remain objective, only offering financially efficient investment solutions that we believe to be in the best interest of our clients.

Crucially, every client retains ownership of his or her own assets and receives independent monthly statements and trade confirmations directly from the well-known brokerage firms with whom we work. Transparency is a cornerstone of a healthy wealth management relationship.

Every client’s financial situation and goals are different. Once we’re familiar with your portfolio of assets and your family’s needs, both now and in the future, we can begin looking at strategies to ensure your financial health.

No matter your line of work or stage of life, Rollins Financial will serve in your fiduciary interest, creating a financial plan that works for you.

Disciplined

We continually have your long-term financial goals in our line of sight, rather than emotionally charged reactions to the sometimes-volatile financial market.

Objective

Whereas many competitors accept financial incentives for recommending certain products, we never accept or participate in such activities. This allows Rollins to remain objective, only offering financially efficient investment solutions that we believe to be in the best interest of our clients.

Transparent

Every client retains ownership of his or her own assets and receives independent monthly statements and trade confirmations directly from the well-known brokerage firms with whom we work.