Retirement income
Develops and maintains retirement income strategies.
The Rollover Company
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About The Rollover Company
Retirement income strategy and financial advice are the core offerings. The firm helps clients develop retirement income plans and maintain them throughout retirement, with attention to investing and managing assets. Its approach may include fixed income components, annuities, insurance vehicles, and tax planning. It also addresses retirement concerns such as market losses, estate costs, legacy needs, and how much risk to take. The Rollover Company is an independent financial advisory firm founded in 2001 and serves clients throughout the country. It shares educational information through dinner seminars and a webinar about reducing income and estate taxes on retirement accounts. The firm is based in Nashville.
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
Asset management
Helps clients invest and manage retirement assets.
Tax education
Offers seminars and webinars on retirement-related tax topics.
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