At Roach Investment Services we offer customized Financial Planning and professional Investment Management services. Our custom tailored Financial Plans and Action Plans help ensure that our clients are on track to reach their investment, retirement, and financial goals. We strive to make the investment process simple by providing professional on going Investment Management so our clients have confidence knowing that their investment portfolios are being professionally managed and creating long-term wealth. My mission is to help educate my clients so they better understand the investment process and the importance of financial planning. Working with each client, I strive to provide them with the peace of mind of knowing they are on the right path to reach their goals by creating and implementing a sound Financial Plan. With the ultimate goal of helping each client realize their long term Financial Independence.With over 20 years’ experience as an Investment Adviser and a Certified Financial Planner™, I'm confident I can add value to anyone's financial situation with one complementary 60-minute consultation.