Roosevelt Advisors

07/31/2024

Join us and learn more about wills, trusts and protecting your legacy for your family.

Make certain that your estate and legacy plans are secure for your family and attend our complimentary workshop brought to you by the Association of Financial Consultants, a not for profit organization.

August 14th 6:30PM

McAllen Main Library
4001 N. 23rd St.
McAllen, TX 78504

02/15/2024

If you or someone you knows owns an annuity, spend a few minutes with me in this video. It can make a big difference in your retirement planning, and your quality of life in retirement.

02/07/2024

Part 3 - Use this link to see all 8 short clips about what you need to do before your spouse dies:
https://www.youtube.com/watch?v=G8FWLmygliA&list=PLGdN7kV5OcW9rXEUkJfzUj6CJIKLlNARs

Use tis link to schedule a complimentary consultation with me and make certain that your critical documents are set up correctly:
https://calendly.com/mikeharalson/30min?month=2024-02

Use this link to learn how we help people live the retirement they deserve to live:
https://www.rooseveltadvisors.com/about-us/

If these links are not clickable on your device, simply copy and paste them into your browser so you do not miss out!

https://youtu.be/_lPhYxYDjoE?si=fWjU6wK4xOp84gYF

In this video series we will discuss the 8 things that you need to do before your spouse dies. Use this link to see the other videos in this series. https:/...

08/26/2023

Interest rates are at a multi decade high right now. That has created an opportunity to refinance your retirement and do better with your money. Join me in this short video and find out how you improve your quality of life during your retirement.

Interest rates are at a multi decade high. Learn how to do better and live the retirement that you deserve. (956) [email protected]...

11/21/2022

H-E-B is an iconic Texas brand, a wonderful job creator and a pleasure to shop at.

As a group, the wealthiest U.S. billionaires are richer than ever. And the cutoff to make the list jumped more than it ever has.

11/12/2022

Annuity owners, sign up now for a short, fun and free webinar to learn what you should know to get everything you should be getting out of an annuity. Use the Send Message button below right now to receive your invitation to the webinar.

11/05/2022

This is a common struggle with people who have worked hard to build their wealth and have legitimate worries about passing it on. Fortunately you have several good options - including literally controlling your money from the grave.

We're here to help you navigate estate and legacy options so you can rest easy knowing your wishes will be honored.

The Great Wealth Transfer is rankling millionaires, whose children have their own ideas about how to spend and give it away,

10/27/2022

This may well be the best investment that you cannot get from me, but could benefit you greatly in this period of high inflation. Time is of the essence so please enjoy this short video to learn about this wonderful opportunity.

Please do reach out to us at (956) 651-3458 for more information, or email me at [email protected].

10/23/2022

Am I going to run out of money? Is the recession over? Have we reached the market bottom? Please join me in this short video while we address these concerns and talk about making sure that our retirement income and our retirement accounts remain secure throughout your retirement.

Call me at (956) 651-3458, or email me at [email protected] to discuss your concerns about your retirement accounts. We create solutions, and we look forward to hearing from you.

09/10/2022

60% of retirees who are quietly returning to work are simply looking for something to do. Will you work part time during your retirement?

From the great resignation, work from home, to quiet quitting, our idea of work is changing. One trend receiving less attention, but likely to have far greater and longer-term impact on work and retirement, is quiet returning. Retirees are returning to work and the reasons why will surprise you.

09/10/2022

What does your perfect retirement look like? We're here to help you plan that journey and to make it a reality. Enjoy this article and let us know how you see your retirement lifestyle.

Retirement might include a relaxing beach vacation or an exciting second career.