Who We Are

---

Robb helps people prepare for the transition from working to retirement. A successful plan is far more than just allocating assets and managing an investment portfolio. After a discovery conversation aimed at finding out exactly what you want out of your retirement and what you are most concerned about, Robb can identify your biggest risks, create and implement a retirement income plan that will maximize your resources, protect you from devastating market losses, minimize your taxes, and address things that are sometimes overlooked, such as Long-Term Care.

Robb is a Certified Retirement Counselor (CRC®), a Series-65 Investment Advisor, and a Licensed Insurance Agent. Through his expertise, independent relationships and collaborative partners, he has access to a vast array of products and investments that can be carefully crafted and integrated into a customized retirement strategy, whether you are already retired or not.

Janette helps people make the transition from private or corporate health insurance to Medicare, whether that happens due to your retirement or because you're turning 65. As the principal agent for Rothrock Insurance Solutions, her experience is an invaluable resource to you during this stressful time. She will make sure she fully understands what is most important to you regarding your health care and budget, and then put together and implement a comprehensive Medicare insurance plan that will meet or even exceed those needs.

Janette is a Licensed Insurance Agent and through her expertise and independent relationships, has access to a wide variety of Medicare Supplements (Medigap), Medicare Health Plans, Prescription Drug Plans, Dental/Vision Plans, and Health Insurance Plans for those not yet on Medicare. There is never any cost to you for any of these services.