For more than a decade, Roger has used his financial services prowess to help families in North Carolina and throughout the U.S. achieve the lifestyle they’ve always dreamed of. Each phase of a family’s life has different financial needs. Sometimes you need life insurance, and sometimes you need a safe, but powerful place to save and grow extra money. Eventually, you’ll need retirement income and estate preservation strategies.
Roger understands this cycle well and has been a trusted professional to many families who appreciate a “commonsense approach” that looks out for their best interests—not the best interests of a company’s bottom line.
Roger provides guidance to business owners, military and federal employees who often times think that government “savings plans” are great, when in fact they may not be. “The government may be good at some things, but not your retirement strategy,” says Roger.
While the stock market can be a great tool to help save for retirement in your younger years, as you get closer to retirement, the old adage “buy, hold and hope” puts your retirement at unnecessary risk. Roger founded White Horse Financial in order to educate and protect his clients through every financial phase in life, not just sell a product to meet large financial firm quotas. As an independent financial professional, Roger studies each individual client’s needs and then presents a well designed financial strategy tailored to his client’s specific financial needs and goals.
Roger helps families save and protect their money using a simple, but effective, philosophy that helps:
• Avoid excessive loses during stock market downturns.
• Reduce tax burden on your retirement dollars when accessed.
• Create an income that cannot be outlived.
Prior to beginning his financial services career, Roger spent 21 years in the engineering industry as a toolmaker and designer, where he was trained to always seek a better way and to always listen to a worker’s (now client’s) situation. It is in his blood to always ask why things are done a certain way and what the long-term consequences of a particular strategy will have on the outcome versus the intended purpose. This type of thinking and resourcefulness is exactly what families need from their financial strategist. Not handling the end-game properly can be very costly.
Roger grew up in North Carolina, the youngest of five Baby Boomers in a military family. He is an avid athlete and three-year letterman in two sports; football, track and field. He still loves working out, mountain biking, hiking, skiing, and playing tennis. He is also a voracious reader and a lifetime learner. Roger and his beautiful wife, Jennifer, live in Fayetteville, NC, where they are members of the local church. They have four grown children and four grandchildren. Faith and family are very important to him.