Don't just dream about retirement... Plan for it!

”I’m passionate about helping successful Individuals, like you, safely grow their retirement nest egg with a no-loss

guarantee, protect their gains with annual reset, access their money with a guaranteed lifetime income and pass on

their estate avoiding the 4 evils of probate: ALL TAX ADVANTAGED!”

Schedule Your FREE Strategy SessionFREE Retirement Planning Software

What To Expect From Our First Meeting

I’ve been working with Families for over 18 yrs helping them develop their Estate & Retirement plans.  One thing I’ve learned…WE ALL HATE CHANGE!  We avoid it like the plague & resist it every step of the way.  But like rain, change is inevitable.  But YOU can control the outcome!  Just grab an umbrella and you won’t get wet.  It’s the unknown & unexpected that we fear.  So let me help you gain some understanding as to how I work with my clients to help remove some of the fear of the unknown.

During your first no-obligation strategy session, I’m going to help you eliminate your biggest fear of all…losing the wealth you’re trying to create for your retirement.  There are a number of predators out there that can take a huge bite of your nest egg.  I’ll help you identify & eliminate them.

By the end of the call, you’ll have a plan of action to help you envision your retirement future.  You’ll also have an opportunity to learn more about me & what I bring to the table.  If I’m a fit, perhaps we can continue this journey together to accomplish your vision.  If not, we can part friends.  But at least you’ll have some strategies you may not have know about before.

Your Peace of Mind is My Highest Priority!

 

Guarantees!

  • Your nest egg is safe!  You’ll have a written guarantee that you can never lose principal due to Stock Market declines.
  • Written guaranteed income for life even if your account balance goes to zero.
  • You won’t pay any taxes on the funds until you draw money out.
  • You’ll have finances to help pay for Long Term Care.
  • The surviving spouse can take over the policy.
  • Your heirs will avoid probate in most cases.
  • There are no fees depending on options you may or may not elect
  • As an Independent Life Insurance Agent, I represent the majority of the top-rated life insurance & annuity companies.

Check Out What Our Clients Are Saying

Rafael
Colleague
{If you're looking for straightforward communication and insightful guidance about annuities, then you're looking for Roger Ely.
5
Rafael
Client
{If you're looking for straightforward communication and insightful guidance about annuities, then you're looking for Roger Ely.
5
Al
Colleague
{Roger is a credit to his profession. His integrity is unquestioned and his care for his clients is unmatched. It is without hesitation that I whole-heartedly recommend his skills as a financial professional to you.
5
Andrew and Lynn
Retired
{You'll find Roger very nice to work with and we think you'll feel comfortable with him. He's very knowledgeable and detailed. You'll be impressed with how his products can help you in more ways than one.
5
Helen and James
Retired
{My husband and I have always found Roger to be very well informed in his profession and able to help us select the best possible products for future success.  During our review, Roger found that my ex-wife was set up as my beneficiary which would not have made my wife very happy.  I'd have completely missed that if it hadn't been for Roger's attention to detail.  We highly recommend him and The Retirement Planners of NC.
5
Jean
Retired
{From the moment I met Roger I found him to be approachable, easy to confide in and trustworthy.  I finally got my will, trust and powers of attorney in place with Roger's help.  He even recommended a very good lawyer to help me.  The Retirement Planners is really full service!
5
Peter and Mary
Retired
{Roger is a caring and honest man that we have no reservations about referring to our family and friends.
5
Robert and Pattie
Retired
{Roger's knowledge and understanding on all aspects of finance & investments have allowed my husband and I to continue to grow our portfolio while living a comfortable life style from the earnings.  We have the security knowing we'll never run out of money.  What a relief!  Roger is an honorable man.  I consider myself lucky to call him a friend.
5

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          Contact Info

Warrenton, NC

919-818-3294

Roger@TheRetirementPlannersofNC.com

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