History
Ken Roerig Starting his practice in Webster in the late 1970's and in 2012 Travis Tupper Joined in the business to continue what Ken had started.
Specialties
I'm sure you have heard of Mt. Everest! Did you know more people have died getting back down the mountain then going up? Well this seems to be true with retirement planning. What I mean by that is every planner can help you build your nest egg (as in getting up the mountain), but what sets my practice apart is I'm able to help you get down the mountain (as in retiring) the most efficient way. My practice focuses on reducing three kinds of risk: Mortality Risk Wage earning risk Longevity risk However The No.1 risk is longevity risk. Longevity risk is a risk multiplier: the longer you live, the more exposed you are to all the other risks. When it comes to planning for your future there is no one glove fits all plan. Everyone has different needs and objectives.