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Your Source For Retirement Planning and Insurance in Orlando, Kissimmee, Tampa, Winter Garden, Ocala, and all of Florida!
We are your trusted partner for comprehensive financial guidance in Winter Garden, Kissimmee, Orlando, Ocala, Tampa, Lakeland, and throughout Florida. With expertise in retirement planning, retirement distribution planning, tax planning, and insurance planning, we empower individuals and families to achieve their financial goals. Discover personalized solutions tailored to your unique needs and embark on a path toward financial success. Whether it's your 401k, IRA, Medicare options, or insurance programs we can be a valuable resource.
We are committed to providing holistic retirement planning and retirement distribution planning solutions that empower you to achieve financial success. Our team of dedicated professionals combines expertise, experience, and personalized attention to deliver comprehensive strategies tailored to your unique needs.
In addition to retirement planning and retirement distribution planning, we offer comprehensive insurance solutions designed to provide peace of mind and protect the ones you love. With our range of flexible and customizable policies from the nation's top insurance carriers, you can rest assured that your family's future is safeguarded, regardless of life's uncertainties.
Our team of knowledgeable insurance advisors is committed to providing personalized support throughout your Medicare journey. We'll answer your questions, clarify any doubts, and assist you in selecting the plan that aligns with your healthcare goals. Healthcare cost is one of the largest expenses in your retirement planning.
Estate planning decisions you make today impact the legacy you leave when you're gone. Our team of advisors and estate planning attorney partners based in Kissimmee, Winter Garden, Orlando, Ocala, and throughout Florida have the experience and expertise to deliver comprehensive solutions based on your goals.
Our Life insurance brokers act as an intermediary between individuals seeking life insurance and the insurance companies, helping clients find the most suitable policies to meet their needs and budget. Our brokers provide expertise, compare multiple life insurance options, and guide clients through the application process, ensuring they make informed decisions.
Our annuity brokers assist individuals in selecting and purchasing annuity products that provide a guaranteed income stream in retirement. Our brokers assess clients' financial goals and risk tolerance, evaluate various annuity options from different insurance providers, and offer personalized recommendations to help clients secure their financial future.
We help individuals find suitable disability insurance policies that provide income protection in the event of a disabling injury or illness. Brokers assess clients' occupation, income, and specific needs, and then research and compare disability insurance options from multiple providers to find the best coverage that aligns with their requirements and budget.
Medicare supplement insurance brokerage involves assisting individuals in selecting and purchasing supplemental insurance plans that fill the gaps in coverage left by traditional Medicare. Our brokers evaluate clients' healthcare needs, explain the various Medicare plans available, and help them compare options from different insurance carriers.
Virtual consultations offer a convenient and flexible way to engage with us. Through online platforms, you can connect with a financial professional regardless of your geographical location. This allows you to schedule appointments at times that suit your busy lifestyle. Virtual consultations give you convenient access to expert financial guidance when and where you want it.
Face-to-face consultations provide a personalized and immersive experience. By meeting in person, you have the opportunity to engage in in-depth discussions and establish a strong rapport with your planner. This direct interaction allows for a deeper understanding of your unique financial goals, concerns, and circumstances and allows you to foster a deeper relationship with your advisor.
Attending one of our educational events in Florida allows for an excellent way to gain knowledge and interact with a financial expert in a group setting. These events provide a platform for learning about various financial topics, such as retirement income planning, retirement planning, or Medicare. Of the options, this is the least personal and information presented is broad in nature.
Our services cater to anyone in search of financial tranquility. We assist individuals from diverse backgrounds and income levels. Clients can choose to engage with us for specific, occasional needs or for ongoing support. Whether you require a single financial consultation or ongoing comprehensive planning, insurance services, and wealth management, we are here to serve you. Furthermore, we extend our financial education programs to corporations and organizations that desire unbiased, high-quality financial education for their employees or members.
To initiate the process, please reach out to us through an initial inquiry. You can contact us at (407) 974-7100 or submit a request on our website. We provide a complimentary Get Acquainted Meeting, without any cost or obligation, which can be conducted over the phone, virtually, or in person at your home. Get Acquainted Meetings are scheduled based on availability from Monday to Friday, and we can make arrangements on weekends to accommodate special circumstances or emergencies.
If you choose to engage our services, we can explore the most suitable services and client track for your needs. Some clients need comprehensive retirement planning and financial planning services while others just need quick insurance quotes and comparisons. Our ultimate goal is to assist you in building a brighter financial future and to work with you on your terms. We eagerly await the opportunity to help you along this journey
Seeking a second opinion, even if you already have a financial planner, advisor, or broker, can be a smart and responsible decision. One good reason to do so is to gain diverse perspectives and expertise. Different financial professionals bring varying backgrounds and experiences to the table, offering alternative strategies and ideas that may have been overlooked by your current advisor. This diversity can help you make more informed decisions and ensure that you have explored all available options. Additionally, seeking a second opinion allows you to verify the advice you receive. Financial matters can be complex, so cross-referencing recommendations can provide confidence and reinforce the suitability of your financial decisions. It also acts as a quality assurance measure, enabling you to evaluate the performance and effectiveness of your current financial professional. Furthermore, circumstances change, and it's essential to ensure that your financial plan and insurance coverages remain aligned with your evolving needs.
Seeking assistance from someone whom is Independent like us may provide a more personalized and tailored approach to your specific financial situation, goals, and needs. We can offer comprehensive services beyond just one company and have access to many different companies.
It should start with your goals and objectives, and from there we will look at your current strategy.and what you have done so far towards retirement, tax planning, and your insurance programs as well as any other relevant areas.
There is no one size fits all. We have some clients that want to meet quarterly, annually or on an as needed basis. It all depends on your particular situation and what stage of life you're in.
It is never too early or too late to get started on your financial planning and retirement planning goals. Tell us more about your goals, and we will get you started with a Plan to achieve them.
9027 Paolos Place, Kissimmee, Florida 34747, United States
Monday - Friday: 8am - 5:30pm
Saturday - Sunday: By appointment
Roger Fishel Financial
Orlando, Tampa, Ocala, Kissimmee, Winter Garden, Lakeland, and all of Florida and Beyond
Financial Advisors in Orlando | Tampa | Lakeland