WE GET TO
KNOW YOU

Our financial planners take the time to understand your financial health, goals, and priorities before making recommendations.

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WE’RE
VERSATILE

How do you decide what is right for you? Being independent means we have the flexibility and access to some of the best products.

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LET’S GET
STARTED

We’re ready to get to know you, but we want you to be ready too. Click below to see what we’d like you to bring when we sit down with you.

Appointment Checklist

Our Process

Investment Solutions is a full service financial planning firm striving to build financial balance with appropriate priorities and proper organization. We are located within a number of Roundbank branches to help ensure our clients can easily find us and we have access to other important financial resources. With our clients, we do not lead with a financial plan built on unattainable assumptions and unrealistic risk.

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How Women Can Narrow the Retirement Saving Gender Gap?

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Steps toward saving more & revitalizing your retirement strategy. When…
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    From time to time, we provide links to other websites for the use of our customers, which have been compiled from internal and external sources. By clicking “continue” below, you will be opening a new browser window and leaving our website. Although we have reviewed the website prior to creating the link, we are not responsible for the content of the site.

  • You are about to leave Roundbank.com

    From time to time, we provide links to other websites for the use of our customers, which have been compiled from internal and external sources. By clicking “continue” below, you will be opening a new browser window and leaving our website. Although we have reviewed the website prior to creating the link, we are not responsible for the content of the site.