Retirement plans
Personalized retirement income strategies based on client goals.
Whichard Roach Financial
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About Whichard Roach Financial
Financial advice here begins with a review of income, expenses, liquidity needs, assets and retirement goals. Whichard Roach Financial uses that discovery to develop a retirement income plan tailored to each client, with attention to asset allocation, risk preferences and Social Security benefits. The firm also offers enhanced planning for preserving assets or transferring wealth, long-term care preparation and legacy planning for individuals and families nearing or already in retirement. Its New Generation Retirement system brings together a five-step approach to retirement planning, while Generational Vault provides secure access to important information. The practice serves clients in Greensboro, North Carolina, and Bill Roach is its owner and president, with more than 35 years of experience as a financial professional.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Risk analysis
Reviews financial circumstances and risk preferences.
Legacy planning
Planning for asset preservation and wealth transfer.
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