Free 15-minute call
Talk With Roger. Get Clear on Your Next Step.
A simple, relaxed conversation about your financial and retirement questions. There is no obligation and no preparation required. We will move at a pace you are comfortable with.
- Ask your retirement and money questions in plain English
- Get an honest read on where you stand today
- Leave with clear next steps, with no pressure
Prefer to talk now? Call (407) 974-7100
What we can talk about
Time Well Spent on What Matters to You
Bring any question. Here is where most conversations start.
Retirement income
How to turn your savings into a steady paycheck, and how long it may last.
Taxes and Social Security
When to claim, which accounts to draw from first, and how to avoid a surprise tax bill.
Protecting what you built
Healthcare and Medicare costs, insurance, and making sure your plan holds together.
Is this for you?
This call is a good fit if you
- Have a question about retirement, taxes, Social Security or Medicare
- Want a second set of eyes on a decision you are about to make
- Are not sure yet whether you need a full retirement plan
- Would like to meet Roger before deciding anything
Nothing to prepare
- A question or two you would like answered
- A rough idea of when you want to retire (or when you did)
- Your spouse or partner, if you plan together
What happens when you book
No Pressure. No Obligation. Just Clarity.
We Talk
A relaxed conversation about your goals, your concerns, and where you stand today.
We Find the Gaps
We look at your income, taxes, Social Security and healthcare to spot risks and opportunities.
You Get Clarity
You leave with clear next steps, even if you decide not to work with us.
Who you will meet
Hi, I'm Roger Fishel.
For more than 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, bringing income, taxes, Social Security and healthcare together into one clear plan.
Many of the people I meet have saved well but are unsure how everything fits together. My job is to make it make sense, in plain English.
Plan. Protect. Prosper.
Questions
Before You Book
Is the call really free?
Yes. The call is free and there is no obligation to do anything afterward.
How long is the call?
About 15 minutes. If you would like to go deeper, we can set a longer follow-up at a time that suits you.
How do we meet?
Calls are a simple virtual chat. You will get the details in your confirmation email. If you would rather talk by phone, just let us know.
Do I need to prepare anything?
No. There is no preparation required. Bring your questions and we will take it from there.
Will you try to sell me something?
No. This call is about your questions and your next steps. If it makes sense to work together, we will talk about what that looks like, and the decision is always yours.
What if I need to reschedule?
No problem. Use the link in your confirmation email, or call (407) 974-7100.
Talk With Roger
Questions are easier to answer together.
Pick a time that works for you, or call Roger's office now.