Investment Management

At Rollins Financial, we understand that your financial investments are the keys to your future success and happiness. Whether you’re looking to save money for retirement, start a business, fund your children’s education, or manage the settlement of your estate after your death, our team of caring, professional planners will explain the different options available to you and provide expert recommendations. From building your portfolio to managing your investment risks, we’ll work side-by-side with you to establish the very best plans for your situation and long-term goals. Let Rollins Financial help you with the following types of investment accounts:

Individual Retirement Accounts (IRAs)

An individual retirement account (IRA) is an account that allows you to save for retirement while enjoying substantial tax breaks. It’s an ideal way to sock away money for your golden years, especially if you want to avoid paying taxes on your contributions, as those taxes are deferred until you actually withdraw your money. There are different kinds of IRAs—traditional, Roth, SEP (Simplified Employee Pension), and Inherited—each with its own unique advantages. At Rollins Financial, we’ll walk you through the ins and outs of each, and help you choose the account that’s best suited to your income, retirement goals, and other factors.

Corporate 401(k) Plans

A 401(k) plan is a retirement plan offered by a company to its employees. These plans can be a powerful savings tool for companies of any size. In addition to making your business competitive when it comes to attracting and retaining talent, a 401(k) plan offers tax benefits. No matter the size of your company, we’ll help you find the most cost-efficient way to establish a 401(k) plan.

Brokerage Accounts

Brokerage accounts allow you to buy and sell stocks, bonds, mutual funds, and other kinds of investments through a brokerage firm, which conducts the transactions on your behalf. Whether you are saving for retirement or another personal goal, these accounts are often a good solution after all of the retirement accounts with tax advantages have been utilized, and they can offer more flexibility than an IRA or company savings plan. We’ll work with you to determine whether a brokerage account is right for your situation, and help you get started.

College Savings Plans

There are many different kinds of education savings plans that can help you set aside money for college or other education for your children, your grandchildren, or yourself. Educational savings accounts offer differing levels of flexibility and tax benefits. No matter what your goals are, Rollins Financial will help you find the plan that best suits your goals.

Trust Accounts

A trust is an arrangement that allows a third party to manage a portion of your assets on behalf of one or more beneficiaries. Trusts can be used for a variety of reasons: You might want to incentivize your beneficiaries to achieve certain goals before they can take advantage of the gifts you’ve provided. Or, in cases involving your estate, you may wish to minimize the number of legal hurdles your inheritors have to negotiate in order to gain access to your assets. Whatever the case, a trust allows you to attach specific conditions to the transfer of your assets. At Rollins Financial, we’ll help you figure out whether a trust is right for your particular situation and help you set it up.

Whatever your financial goals are and whomever you want to receive that money and when, we’re the experts to guide you through each decision to ensure your needs are met, goals are achieved and legal responsibilities are complied with.