Founder & Lead Advisor · Orlando, Central Florida & Nationwide by Video
About Roger Fishel, Your Orlando Retirement Coach
For over 20 years I have helped families plan for retirement. Today I work directly with pre-retirees and retirees across Orlando, Central Florida and nationwide by video, building one clear plan for income, taxes, Social Security and healthcare.
✓ 20+ years guiding retirement decisions
✓ Independent since 2021, not tied to any one company
✓ Plain-English advice, with no sales script
Free PDF, no cost or obligation. Ready to talk instead? Book a free 15-minute Retirement Clarity Session or call (407) 974-7100. Virtual or in person in Orlando.
20+
Years of experience
2021
Went fully independent
1,000s
Client solutions guided
As Seen In
Featured in National Media
Roger's retirement insights have appeared in CBS News, Kiplinger, MSN, Yahoo Finance, AOL Money and Retirement Living Magazine.
My Story
From the Boardroom to the Kitchen Table
Maryland Roots, National Experience
I started my first business as a college freshman at the University of Maryland, and that work ethic never left me. I spent 20 years building and leading financial advisory offices up and down the East Coast. In 2017 my career brought me to Tampa, Florida, where I led a major regional office.
Why I Went Independent
After two decades of hiring and training other advisors, I realized I missed the part I loved most: sitting across from real people and helping a plan finally click. In 2021 I stepped away from the corporate world to give unbiased, lifetime financial guidance directly to families. No corporate scripts, just honest strategy.
Life Beyond the Numbers
When I am not working on client strategies, you will find me on the water boating or jet skiing, or on the basketball court. I have embraced the Florida lifestyle, but my heart still beats for the Baltimore Ravens.
See how I work with clients, step by step →
Why Roger Fishel Financial
Why Retirees Choose to Work With Me
Clarity, specialized expertise and personal service at every step of your retirement.
Independent and Unbiased
I am not tied to any one bank, brokerage or insurance company, so I can compare options and recommend what fits you.
Social Security Expertise
I know the claiming rules and spousal options that can help you get more from your lifetime benefit.
Retirement Income Specialist
I help turn your savings into reliable income, not just a pile of accounts.
Education First
I teach before I advise, so you understand every decision behind your plan.
One Coordinated Plan
Income, taxes, Social Security, Medicare and legacy work together instead of in separate silos.
Local and Virtual
Meet in person in Orlando or online from anywhere in the country.
Hear It From Roger
Retirement Advice Built Around You, Not a Sales Script
Financial planning is not one-size-fits-all. In a little over a minute, hear how I work and what you can expect when we talk.
✓ Straight answers in plain English
✓ A clear next step after one conversation
✓ Meet virtually or in person in Orlando
Who I Serve
Who I Serve Across Orlando and Central Florida
Whether you are preparing for retirement, enjoying it, splitting time between states, or raising a family. In person or virtually, I guide clients nationwide.
Pre-Retirees
I provide strategic planning to grow and protect your savings while you prepare for retirement.
Retirees
You are approaching retirement or already there, and you want to replace market anxiety with income predictability.
Snowbirds
You split time between states and need a strategy that coordinates multi-state tax exposure and portable healthcare coverage.
Families
Holistic guidance on planning, saving, insurance, and estate planning to protect the people you love.
Plan. Protect. Prosper.
Ready to Take Control of Your Retirement?
Book a free 15-minute Retirement Clarity Session. We'll look at where you stand today and map out your next steps, with no pressure and no obligation.
Book a Free Retirement Clarity SessionPrefer to talk now? Call (407) 974-7100
Not ready to talk yet? Get the free Retirement Income Guide
