My name is Robb Rothrock, and I specialize in helping financially prepare my clients for retirement, which often includes the proper use of annuities. I help clients from all over the country find ways to generate more retirement income and see how to grow and protect their money during these turbulent times.
Despite the current volatility in the market and the elevated interest-rate environment, there are strategies you can put in place right now to ensure you do not run out of income and keep your money protected from future market downturns.
While most financial advisors are happy to provide you with investment tips and growth opportunities for your portfolio, few financial professionals know how to convert your savings into a long-term sustainable income (while protecting your money) so that you can spend it with confidence when you retire.
I’ve been in the financial services industry since 2014. Before that, I worked with people transitioning to Medicare. This really opened my eyes to what can happen to retirees who didn’t plan correctly, and I realized that I could help them do something about it. Now, I take pride in helping people live a stress-free retirement by showing them how to protect their hard-earned retirement assets, create guaranteed streams of lifetime income, or both.
To best serve my clients, I have earned the accredited Certified Retirement Counselor® (CRC®) designation through which I uphold the CRC® code of ethics. A Certified Retirement Counselor® must demonstrate knowledge and an understanding of retirement planning concepts and be able to provide counseling based on behavioral finance tendencies and different communication styles. In addition, I have a Bachelor of Business (Finance) from the University of Texas at Arlington, and I host a podcast about various retirement topics called The Rothrock 30. There are 44 episodes to date.
When not in the office, I enjoy fitness, golfing, grilling, and attending sporting events. I’ve been married to my wife, Janette, for 30 years We met at the University of Texas at Arlington. We enjoy our church together and like to travel. We have two kids who are now young adults, and we’ve done our best to raise them to be compassionate, caring, independent, and confident.
Even though my office is physically located in Allen, Texas, I work with clients throughout the United States. With our advanced technology systems, we can meet “face-to-face” virtually, and we can also share computer screens so that we are all on the “same page.” That way, you can see first-hand how various income strategies may work for you and your specific goals.
I do my best to take the mystery out of annuities by answering some of the most commonly asked questions in a simple, personalized way. All of my meetings are over the phone and/or virtual, so you do not need to leave your home or visit me in my office.
Feel free to reach out when seeking retirement planning guidance and annuity recommendations to help you reach your retirement goals.
Sincerely,
Robb Rothrock, CRC®
