Pat Roper Email & Phone Number

I help highly skilled professionals keep their retirement plans healthy with cutting edge diagnostics. My investment process seeks to orchestrate top performing investments for cautious investors who need synchronized diversification. I meet with my clients a minimum of every six months to review their portfolio’s and make sure that performance is keeping up with expectations and life changes. In addition I work with employers who are looking for the highest quality and service for their employer sponsored qualified retirement plans. Many plan Advisors simply take a plan over and advise employees on what investments to pick. I believe that in order to have a successful qualified plan, the advisor should do much more than just pick investments. That is why I work with the plan sponsor to create a Gap analysis to see what participants are on track to retire with adequate income replacement. I also feel that as a plan advisor, it is my duty to help the plan sponsor stay up to date on all of the fiduciary responsibilities that come with being a plan sponsor.

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  Mississippi State University