Don’t Let Your Clients Eat Dog Food When They’re Old!

A Financial Professional’s Guide to Retirement Cash Flow Management

by Roger Roemmich



Book Details

Language : English
Publication Date : 8/11/2014

Format : Softcover
Dimensions : 6x9
Page Count : 288
ISBN : 9781491743713
Format : Hardcover
Dimensions : 6x9
Page Count : 288
ISBN : 9781491743720
Format : E-Book
Dimensions : N/A
Page Count : 288
ISBN : 9781491743737

About the Book

No hard-working American wants to resort to eating dog food when they are old. With approximately seventy-eight million Americans in the baby boom generation and nearly half of them with little or nothing in retirement accounts, this can be a challenging time for the financial advisors, tax attorneys, certified public accountants, and insurance sales associates in charge of retirement planning for a diverse clientele. In his guidebook, Roger Roemmich presents an integrated approach to client retirement planning and management that demonstrates how to fit all the pieces of the puzzle together to create a sound action plan while advising clients before and after retirement.

Roemmich—with four decades of experience in the financial arena—shares his time-tested advice that includes tools for assessing retirement readiness with his unique CAMP score, educational handouts for clients, and detailed case studies that illustrate core concepts on integrating investment strategies with strategic planning regarding Social Security timing, Medicare supplemental insurance, and long-term care options.

Don’t Let Your Clients Eat Dog Food When They’re Old! provides financial planners with valuable wisdom and innovative tips intended to help future retirees in their quest for freedom and quality of life during their golden years.

About the Author

Roger Roemmich earned a PhD from Michigan State University. He is a certified public accountant, financial planner, and long-term care professional who has nearly four decades of experience in the financial arena. He currently works as chief investment officer for ROKA Wealth Strategists and resides in Roswell, Georgia.