Comprehensive Financial Services for Florida Residents & Clients Across the U.S.
Guidance You Can Trust, Financial Services Online or In Person
At Roger Fishel Financial, we craft personalized financial strategies around your goals—helping you plan with confidence, meet face-to-face or virtually, and move toward the future you deserve.
Our Financial Services
Financial Planning
We offer holistic financial planning services that encompass budgeting, debt management, and goal setting to create a roadmap for your financial future.
Retirement Planning Services
We assist in developing retirement strategies designed to help ensure you can enjoy your golden years with financial peace of mind.
Retirement Income Planning
We create a customized income retirement plan based on your lifestyle and goals. Focused on producing income .
Estate & Legacy Planning
Our estate planning services help you preserve your wealth and ensure your assets are distributed according to your wishes and to who you would like.
Tax Planning
We provide tax-efficient strategies designed to help minimize liabilities and maximize your financial outcomes.
Social Security Optimization
Determine the best time and strategy to claim your benefits so you can maximize lifetime income and support a confident retirement.
Healthcare Planning
We guide you through Medicare and other healthcare choices to ensure your coverage fits your needs and protects your retirement lifestyle.
Healthcare Planning
We guide you through Medicare and other healthcare choices to ensure your coverage fits your needs and protects your retirement lifestyle.
Insurance & Risk Management
We evaluate life, annuity, and other protection and insurance strategies to help safeguard your family and assets while minimizing financial risks.
Our Approach
We believe in a client-centric approach, taking the time to understand your individual circumstances and aspirations. Our team collaborates with you to develop customized solutions, providing ongoing support and adjustments as your life and financial services situation evolve.
Why Choose Us
Trusted Expertise
Decades of proven financial services experience to guide you through retirement and complex decisions with confidence.
Personalized Guidance
Tailored financial services that fit your goals and lifestyle — not one-size-fits-all financial solutions.
Flexible Access
Meet in person or virtually, so you can get trusted advice and financial services wherever you are.
Financial decisions don’t have to be overwhelming. With our financial services advisors by your side, you’ll have a partner who listens, guides, and ensures your money works for the life you’ve worked hard to create — so you can enjoy a secure and truly prosperous living.
Ready to take control of your financial future?
Contact us to schedule a visit and learn how we can help you reach your goals with a customized financial services. Let us help you navigate the complexities of your financial world, so you can focus on what matters most.