Joe Roddy, CFP®
My passion is helping people get ready for retirement. Today that’s not easy, with the prevailing “spend now, worry later” mentality. Retirement should be the time when you do what you want, not what you have to do. For many who fail to plan ahead, that time never comes.
I work with employers who care about the people who work for them. They want their employees to retire well. I motivate employees to plan and save. When they do, I know I’ve changed their lives. Planning and saving mean that, years from now, they have a greater chance of doing what they want to do, not what they have to do.
I work with people who have planned, worked, and sacrificed so that their retirement will be joyful and not filled with anxiety. Whether it’s deciding to sell a business, when to start taking Social Security benefits, or how to roll over your retirement savings—the choices can seem endless and too complex. Together, we will complete a Five-Step Process that will give you clarity and confidence.
You work with me. The path to doing what you want is a personal one -- a path that is best shared with someone you know and trust, and who knows you. I'm a Registered Representative of LPL Financial. I have access to a vast array of financial strategies supported by skilled staff. Working with LPL Financial gives me the independence to choose the financial product that is right for you, which means you are my client, not “theirs.”