John G. Roeller, CFP®

CONNECT

Address:

1455 NW Leary Way, Suite 400
Seattle, WA 98107

Phone:

(206) 457-5745

Fax/Other:

(206) 466-5531

Videos

One survey found that 48% of current retirees had to retire earlier than they expected.

Source: Employee Benefit Research Institute, 2018

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch.

  • Do You Know Who Your Beneficiaries Are?

    Do You Know Who Your Beneficiaries Are?

    Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.