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Hello.<br/> I&#8217;m Bill Roeser

Hello.
I’m Bill Roeser

And, I want to be your financial advisor. Regardless of your level of wealth, my team and I have always believed that people can live a better life if their finances are properly managed, well understood and working with a professional team dedicated to their success. This inspired me to pursue a career in financial services and to build a firm that helps them achieve these goals.

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A Value Based Firm

A Value Based Firm

Trust. Honesty. Integrity. We believe these values matter and we live them out each day.

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Tax-Centric Financial Planning

Tax-Centric Financial Planning

We integrate advanced tax strategies and oversight into every financial plan and relationship. We have prepared over 10,000 tax returns and bring that experience to you in our financial planning and advisory services. Bill is a CPA with deep tax experience in addition to being a Certified Financial Planner®.

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Wealth Management – Investment Design – Tax Mitigation – Retirement Planning

Financial Strategies

We understand the many concerns individuals and families face as they prepare for their significant life events, including retirement. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized strategies that address our clients’ individual needs and goals, both short and long-term.

Retirement is a significant milestone in one’s life. And we know you have many questions. Our mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, unbiased advice, and objective guidance. Start preparing for tomorrow’s retirement by contacting us today.

Ready for the next step? We can help?

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Our Three-Step Process

Assess

Assess

We gather your financial information and assess your current financial condition. Using this as background, we discuss your short and long-term goals and aspirations.

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Strategy

Strategy

Individualized strategies based on your unique situation. After learning about your current financial status and goals, we develop strategies and plans to move you forward with confidence.

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Manage

Manage

Once we have a plan and strategies developed, we’ll assist with implementation and management as agreed.

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LifeMark. Helping clients mark their life events with success. We plan to be there with financial advice that is seasoned, experienced and focused on guiding clients along their life’s journey.

Our Qualifications

<span>CERTIFIED FINANCIAL PLANNER<sup>&#8482;</sup> professional.</span>

CERTIFIED FINANCIAL PLANNER professional.

Certified Public Accountant

Certified Public Accountant

What Our Clients Have To Say

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About

About

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Resource Center

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Contact

Roeser CPA Group

Roeser CPA Group

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