Talk With a Retirement Planner in Orlando, Florida
Have questions about retirement income, taxes, Social Security, Medicare, or protecting your legacy? Reach out for a free, no-pressure conversation with Roger Fishel, an Orlando financial advisor known as the Orlando Retirement Coach.
Free consultation • Virtual or in person • No obligation
Ways to Reach Your Orlando Financial Advisor
Request Information
Have a question or want to learn more? Tell us what you are interested in, and Roger’s office will follow up with information and answers. There is no cost and no obligation.
What to Expect When You Reach Out
Reach Out
Call, email, book online, or send the form. Whatever is easiest for you.
Free Clarity Conversation
We talk through your goals and questions one on one, with no pressure and no cost.
Your Clear Next Steps
You leave with a clear picture of where you stand and a roadmap toward your retirement goals.
Serving Orlando and Central Florida
Roger works with pre-retirees and retirees across Central Florida, and with clients across the U.S. through virtual meetings.
Frequently Asked Questions
Is the first consultation really free?
Yes. Your first consultation is complimentary and comes with no obligation. It is a chance to ask your questions and see whether we are a good fit.
Can we meet virtually, or do I need to come in?
Either works. We meet virtually or in person in the Orlando area, whichever is more comfortable for you.
Who do you usually work with?
Roger works mainly with pre-retirees and retirees who want to coordinate their income, taxes, Social Security, healthcare, and legacy into one clear plan.
Do I need to live in Florida to work with you?
No. We serve retirees across Central Florida and also work with clients across the U.S. through virtual meetings.
What should I bring to my first meeting?
Anything that helps paint the picture, such as recent retirement account and investment statements, your Social Security estimate, and a list of your questions. If you do not have everything, that is okay. We can start with a conversation.
What are your office hours?
Monday through Friday, 9:00 AM to 5:00 PM Eastern. You can also book a time online or send us a message at any time.
Ready to Get Clarity on Your Retirement?
Take the first step with a free, no-obligation conversation. Virtual or in person in Orlando.
Book My Free Consultation Prefer to talk now? Call (407) 974-7100