Ben Roelle-Northwestern Mutual

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Beavercreek, OH
Ben Roelle-Northwestern Mutual

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Ben Roelle helps clients achieve financial security through delivering comprehensive financial plans!

Ben Roelle helps clients reach financial security by delivering comprehensive financial plans for all life stages.

11/02/2026

Whole life insurance can be a helpful part of a long-term financial plan—but it depends on your needs, budget, and goals. Let’s talk through whether it makes sense for you. https://www.northwesternmutual.com/life-and-money/pros-and-cons-of-whole-life-insurance/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_life-insurance_field&utm_term=pros-and-cons&agentid=074477

10/29/2026

Many of my clients are surprised to learn their employer’s disability plan may not protect enough of their income. Let’s review your coverage and make sure your income and goals are protected. Reach out to schedule a conversation.

Employer-provided disability coverage may not protect as much income as you think. Here’s what high earners need to know.

10/29/2026

Wondering whether the financial advisor career is right for you? Northwestern Mutual’s selection process is designed to help both you and the firm assess mutual fit. Reach out to a recruiter to learn what to expect and how to prepare.

Learn what Northwestern Mutual’s intentional selection process involves and how to prepare for each conversation.

10/29/2026

The financial strategies I use are backed by nearly 170 years of strength and stability. I want to help you get on the right track, so reach out to me today.

10/27/2026

Economic data remains strong, but investors are weighing rising oil prices, sticky inflation, and the cost of the artificial intelligence (AI) buildout. Bonds rallied as yields fell, and many stocks outside the AI trade moved higher. Read Northwestern Mutual Wealth Management Company CIO Brent Schutte’s latest commentary and reach out to me to talk about how your plan is positioned. http://spr.ly/6185BH95Gh

10/26/2026

A bonus gives you choices: spend some, save some, have a little fun, pay down debt, or invest for the future. If you’re not sure how to prioritize, let’s talk through the benefits of each option.
https://www.northwesternmutual.com/life-and-money/how-to-spend-your-year-end-bonus/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_your-career_field&utm_term=Year-End-Bonus&agentid=074477

10/26/2026

You spent years building toward retirement. Now’s a good time to make sure your money continues supporting the lifestyle and goals you’ve worked hard to achieve. Review your plan before year-end to provide the clarity and confidence to move into next year with stability and peace of mind.
https://www.northwesternmutual.com/life-and-money/a-year-end-financial-checklist-for-retirees/?utm_source=facebook&utm_medium=organic_social&utm_campaign=end-of-year-2026&utm_content=lm_your-retirement_field&utm_term=checklist-for-retirees&agentid=074477

10/22/2026

No matter which tier you find yourself in, I’m ready to meet you where you are and help you create a plan. So wipe your tiers, I got you.

10/21/2026

You’ve worked hard for your money—don't let fraudsters cheat you out of it.

Scammers are smarter than ever—targeting everything from bank accounts to life insurance. Here are eight ways to protect yourself.

10/20/2026

Higher borrowing costs are raising questions about the artificial intelligence spending boom. Read this week’s market commentary for a closer look at the risks to growth and why diversification remains important. http://spr.ly/6183BHrXOZ

Address

70 Birch Alley Suite 210
Beavercreek, OH
45440

Telephone

+19374277152

Website

http://www.benroelle.com/

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