The real question in retirement isn’t just what you’ve saved—
it’s how that turns into income.
Whether you’re preparing for retirement or already there, having a clear income plan changes everything.
A clear income plan answers these questions.
We help you turn your savings into income-
so you can move forward with confidence.
Know where your income is coming from.
"The rare gem you can trust."
"I worked with big firm financial advisors and felt like just another amount in a big machine, without any real interest in my situation or goals.
However, the minute I started talking with Robb Rothrock, I knew I found someone I could trust with my retirement.
Robb handled my retirement fund decisions with an eye on the fact that it is the financial stability of a person, not just another account.
Robb is someone who acts and works as an embodiment of his fiduciary responsibility. My deepest gratitude."
— May S., Retirement Planning Client
“I met Robb through a social media inquiry about annuities. Our first conversation ended with ‘let’s consider alternatives to annuities.’
From that moment on, Robb was a person I could trust to provide honest feedback and recommendations.
My first investment didn’t happen until 4 months and 10 conversations later—never pressured to make a decision.
I look forward to every conversation with Robb and jointly reaching decisions for what is ‘Right for Me.’”
— Joe B., Retirement Planning Client
“Robb became my financial advisor a year or more ago, and boy, am I happy with the change I made.
He has me relaxed about my retirement savings and has really helped me prepare for my future retirement!”
— Martha N., Retirement Planning Client
Start here. Turn your savings into reliable income.
Make sure everything is organized and properly in place.
Helping you proactively adjust, optimize, and stay on track.
Coordinated Medicare and protection strategies.
Rothrock Financial Group, LLC
550 Watters Road Ste 240, Allen, Texas 75013, United States
Local: 214-556-6550 Toll-Free: 888-828-4060
*DISCLOSURE: Fee-based financial planning and investment advisory services are offered through Insight Folios Inc, a SEC Registered Investment Advisor. The firm only transacts business in states where it is notice filed or is excluded or exempted from notice filing requirements. Nothing on this website should be considered investment, legal or tax advice. Any insurance quotes given are subject to change without notice. Insurance products and services are offered through individually licensed and appointed agents in various jurisdictions. Insurance products, such as annuities, life insurance, and health insurance pay a commission to the licensed agent and can create a conflict of interest. These products are not affiliated in any way with Insight Folios Inc. Any insurance quotes given are subject to change without notice. CA License # 0H41843.
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