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Bill Roth

(858) 673-7574

Information is crucial. It's the foundation for intelligent, well-considered decisions. This experience opened my eyes to different cultures and ideologies. When you have retirement in sight, sound decisions are vital in helping you pursue and achieve your goals and avoid costly mistakes that can permanently and negatively affect your future.

I specifically concentrate on the needs of pre-retirees and recently retired to help develop strategies and solidify a retirement income plan that fits both your lifetime and legacy goals.

As a financial professional, I have committed for the past 40 years to helping people just like you create solutions for their retirement assets. Once I understand your risk tolerance, time horizon, and goals, I'll work diligently to develop a program that carefully balances investment strategies with preserving principal.

Today's economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get in position to reap those rewards. I enjoy helping people build a solid financial foundation for the future.

I invite you to check out all the material on my website. If something prompt a questions, please send me a quick email or call my office. I would enjoy speaking with you.