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J.R. Rotchford, Financial Planner, Patriot, Conservative

April 28 @ 6:00 pm - 8:30 pm

FREE/CONTRIBUTIONS/Donations Welcomed!

“Rotchford & Associates, LLC is a 4th generation family practice. Started in Illinois by J.R.’s grandfather, the office is now in Sun City and consists of J.R. Rotchford, and his step-son Anthony Carrao. The office is 100% independent which allows for a client orientated and hassle free experience. There are no corporate quotas or products being pushed by parent companies. Being independent allows Rotchford & Associates, LLC to seek out whatever is best for a client no matter what their financial situation is.  Working with estate planning attorneys, CPAs, and other professionals, Rotchford & Associates can bring a well-rounded, well thought out financial plan to fruition for clients in all phases of their financial planning lives.

J.R. Rotchford joined the practice in 1998 after leaving the Air Force, graduating from ASU and working for an elevator company for a short period of time.  Working with his father Stuart for eleven years, he was groomed to continue the family practice and has experienced the peaks and valleys of the financial services industry for more than two decades.  His experiences have benefited clients of all walks of life and with three sons, is poised to ensure the family practice is here for future generations.

Anthony Carrao has an Industrial Engineering degree through ASU and had spent seven years in the field streamlining processes for companies such as Northrop Grumman, Orbital ATK, Jabil, and Amazon. In 2018 he left engineering to help continue on the legacy of the family office. With his licensing he can offer assistance in stocks, bonds, fixed annuities, life & health insurance, as well as policies for classic autos and race cars.  Having Anthony assist you in protecting and growing your money or offering you a second opinion on your current plan has become more than a job, it’s become a true passion!”

Please join us for a discussion with J.R. Rotchford and son Anthony Carrao of Rotchford & Associates, LLC on :

  • How do I avoid running out of money?
  • How do I cover Long Term Care needs – if they arise?
  • What are the “rules” for how much risk to take as I get older?
  • How can I address legacy/ inheritance issues (gift taxes, life insurance, college funding plans, etc.)

Details

Date:
April 28
Time:
6:00 pm - 8:30 pm
Cost:
FREE/CONTRIBUTIONS/Donations Welcomed!
Event Categories:
, ,
Website:
http://www.grassrootsteapartyactivists.com

Organizer

Dave & Francine Romesburg, Facilitators
Phone:
Cell: 602-499-9553
Email:
grtp@grassrootsteapartyactivists.com
Website:
www.grassrootsteapartyactivists.com

Venue

11814 N. 56th Drive, Glendale, Az 85304 Private Home

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