Jerry Roszel Email & Phone Number

Raleigh-Durham, North Carolina Area

As a Certified Financial Educator, I teach people a basic understanding of money, budgeting and saving. In a more advanced class I teach what the different investments are and how they work. This is especially important for businesses to comply with Erisa rules. For these companies I offer a 6 hour course to the employees going over the 401 plans and other company benefits. This has proven to be very beneficial to the company. When an employee understands the purpose of saving for their future they will contribute more to the savings plan within their own company.

As a Retirement Planner, I have worked with many clients devolping a plan for financial security along with an income stream they cannot outlive no matter what the financial markets do. Also have helped my clients to reduce their taxes as well as the tax impact on their estate to their beneficiaries. I am very knowledgeable on Social Security strategies to maximize my clients benefits. I also am a licensed insurance agent and can recommend and enroll my clients into the proper Medicare programs to specifically meet their healthcare needs.

As an independent agent I have unlimited recources for my clients. I contract with all of the major carriers to provide my clients with all of the options that are available to them for a secure and happy retirement. Providing them with their Medicare Plans, Life Insurance, 401, Roth and Ira rollovers. It's very important to me to protect my clients from unforseen financial ruin because of a severe or extended illness. As well as protecting their hard saved assets from the roller coaster of the stock market. I like to say I sell sleep insurance, I know that we will both sleep good knowing our assets are safe and protected.

Cary, Durham And Raleigh, Nc