Tremper & Roper is a wealth management consulting firm specializing in financial planning and investment management solutions to families, business owners and executives. We pride ourselves on creating personalized financial strategies for helping to accumulate, manage and preserve wealth.
Our financial plans cover pre- and post-retirement strategies, retirement cash flow modeling, estate planning, wealth transfer, insurance analysis and tax planning, as well as any other areas that impact financial security.As fee-based advisors we do not rely on commissions or product sales for compensation.
Our financial plans cover pre- and post-retirement strategies, retirement cash flow modeling, estate planning, wealth transfer, insurance analysis and tax planning, as well as any other areas that impact financial security.As fee-based advisors we do not rely on commissions or product sales for compensation.
Services
Understanding our client's needs and aspirations can mean the difference between success and failure of their financial plan. Knowing this, our advisors' first job is to ask questions, sit back and listen. Truly understanding our clients allows our advisors to clarify the goals and objectives, evaluate the depth and breadth of the relationship and determine how best to meet their clients' individual needs.
Jim has been offering financial advice on a fee-for-service basis to individuals and businesses since 1986. He specializes in designing, implementing and monitoring all aspects of pre- and post-retirement planning as well as investment advisory, tax guidance, insurance planning and wealth transfer strategies.
We specialize in helping families, business owners and executives design and implement financial strategies for helping to accumulate, manage and preserve wealth. Our business is structured into two defined segments; Financial Planning and Investment Management. While these areas are often interrelated, they are offered separately so clients may choose the services that apply to their specific needs.
Retirement planning encompasses all aspects of a client's life and is the building block to financial independence. We work with clients to develop a clear "road map" to financial success based on their goals, objectives and resources. Our advisors then implement and monitor strategies to help them achieve their goal of living a financially secure retirement.
Through the years we've learned a valuable lesson when managing money; "the anxiety of losing money far outweighs the euphoria of making money." This adage, while simple, is how our advisors strive to manage money. They're aware that losses have a much greater impact to financial security than gains.
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