Rolan Jaramillo

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About

I help retirees and aspiring retirees navigate every stage of retirement planning with clarity and confidence. With 9 years in business as an independent personal financial planner, I create customized retirement strategies designed to support the lifestyle you want, with as little stress as possible. We’ll work together to: - Understand your goals and concerns - Build a tailored plan for income, savings, and investments - Adjust your plan over time so you can stay on track My aim is to make retirement planning feel predictable and manageable—so more of your future can run on autopilot. If you’re ready to explore what a secure, worry-free retirement could look like, let’s talk.

Overview

Serves Destrehan, LA

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1 employee

9 years in business

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I travel to my customers

I work remotely (phone or internet)

Reviews

Customers rated this pro highly for professionalism, punctuality, and responsiveness.

4.0

1 review

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Chris N.

Sep 25, 2024

He does good work, understands the needs of the client.

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Rolan Jaramillo

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
We do not charge for our consultation. We only get paid if there is a need that we are able to identify together with our clients. At that point the provider that fulfills that financial solution for the identified need pays our firm. The alternative type of services that other firms provide either charge you for a financial plan and the other type of service charges a continuous fee regardless of portfolio performance. (Ex. They might charge a 1.25% fee annually on your invested balance win or loose. We don’t charge you.