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  3. October 2016

October 2016

The 4 Essential Elements of a Retirement Plan

Submitted by Roeser Wealth Management | Financial Planners & Advisors on October 25th, 2016

Until recently, many retirees have been able to rely upon the three-legged stool of retirement income sources: A defined benefit pension plan that guarantees a lifetime income, their own savings, and Social Security.

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How to Choose the Right Investment Advisor

Submitted by Roeser Wealth Management | Financial Planners & Advisors on October 25th, 2016

With the proliferation of investment and personal finance websites, investors have access to a boundless number resources and tools once only available to financial professionals.

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Recent Blog Posts

  • Charitable Giving: How Your Gift Gives Back in Tax Deductions
  • Charitable Giving: How Your Gift Gives Back in Tax Deductions
  • The 4 Essential Elements of a Retirement Plan

Archived Blog

  • August 2020 (2)
  • October 2016 (2)
  • August 2016 (1)

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Don't hesitate to get in touch with us.  We'd be pleased to answer any questions and would enjoy the opportunity to discuss your financial needs.

Phone: (559) 225-5200
Fax: (559) 225-5270
Email: bill@roeserwealth.com

Roeser Wealth Management
​Roeser Accountancy Corporation

9 River Park Place East, Suite 450, Fresno, CA 93720

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Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment advisory services offered through 1st Global Advisors, Inc. We currently have an individual licensed to offer securities in the states of California, Nevada and Colorado. This is not an offer to sell securities in any other state or jurisdiction

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