Roland Manuel. an Enrolled Agent and licensed annuity and insurance professional, has been helping clients plan for their financial future for over 20 years. With his unique experience and understanding of tax planning and a passion for helping others, Roland specializes in creating customized tax-efficient retirement strategies using a variety of concepts based on your specific needs.
Roland is dedicated to providing personalized service and education to ensure each client has a clear understanding of their options and is comfortable with the choices they make while understanding their overall plan.
You may need tax planning, income planning, legacy planning, tax-free retirement planning, long-term care planning, annuity planning, or any combination of these. Roland and his team will focus on what you want and create a plan to meet or exceed your goals. His team will review your current plan for fees, tax efficiency, and whether it is set up to meet your needs and goals.
