Since 1998 I have been helping individuals and families strive to improve their financial lives. I work as an independent Certified Financial Planner™ professional with clients to develop a strategy customized to your personal situation.
I can help create a comprehensive plan to cover all areas of your financial life or focus on specific immediate needs like Social Security Maximization Strategies, 401k Rollovers or College Planning and Funding.
Please give me a call or send me an email to so we can talk more about your situation and how I can help.
Our process integrates wealth management with risk and debt management, income and tax planning and philanthropy. Our goal is to take all the pieces of your financial puzzle and put them in place. Our proprietary process, The Finish Line FORMula™, is designed to constantly adjust and monitor your critical life and financial events to help keep your plan on track.
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.
How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
Managing your money involves more than simply making and following a budget.
Steps to consider so you can potentially accumulate the money you’ll need to pursue the retirement activities you want.
All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Rothermel Financial Services, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Rothermel Financial Services, LLC and Sound Income Strategies, LLC are not associated entities.