Retirement Planning Services

We can help to transform your savings into a renewable source of reliable income that can last you throughout retirement.

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Welcome to Rothermel Financial

Calculate Your Retirement

Our financial calculators are designed to provide a general overview of what it takes to plan for a successful retirement.

Tax Planning For Income

Our tax minimization strategies can help you avoid paying any more in taxes than you are legally obligated to.

Our Services

Retirement Planning

We’ll help you plan and save for the retirement you’ve always envisioned, based on your specific goals...

Estate Planning

We'll help to ensure you have an effective estate plan in place to help protect your assets and loved ones...

Financial Planning

Our customized financial planning solutions can help you achieve your long-term financial goals...

Tax Planning

You may leave behind a lot of things when you retire, but your tax burden isn’t one of them...

Social Security

People tend to minimize the value of Social Security, but Social Security benefits can be much more...

Rollover IRA

When it comes to growing your money over the long-term, studies have shown that tax advantage...

Resources

Retirement

Click here to preview a short, animated video about seven common risks connected to retirement planning and how to avoid them. By recognizing and understanding these risks, you’ll be better prepared to build a sound financial strategy designed to protect your assets and provide reliable income for as long as you need it.

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Schedule a No-Obligation Consultation

Click below to schedule a no-obligation consultation. With one quick call or meeting, we can help to determine if you’re on the right path to enjoying the retirement of your dreams. If not, we can help you make the necessary adjustments.