In this episode of Growing Your Business with Buddy Broyes, Rob Rothrock of Rothrock Financial Group discusses his journey from health insurance to financial advising, emphasizing the importance of planning for retirement with a personalized approach. He highlights how his work helps clients navigate concerns like Medicare, investment risks, and income sustainability in retirement, ensuring they don’t outlive their savings. Rothrock stresses that financial planning isn’t just about numbers—it’s about understanding each client’s goals, whether that’s leaving a legacy or maximizing their lifestyle. He outlines his consultative process, starting with understanding a client’s financial picture and risk tolerance, then tailoring a strategy through multiple meetings. With a focus on education and proactive planning, he encourages listeners—especially those in their 50s and 60s—to take control of their financial future now rather than later.
Call or Text:
(972) 468-9294
Email: robb@rothrockfg.com
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