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Wealth Management


At Rohlik Financial Group, we want to be sure that your financial decisions help you get where you ultimately want to go in life. It is for that reason that Wealth Management and Financial Planning are our main focuses. In recent years, we have worked tirelessly to build out these parts of our practice, especially with the addition of Suzanne Holt, who joined us in 2021.

What does that mean for clients? Each person and family encounters different needs and challenges throughout their life. We’ll start by helping you identify goals and values so that your financial goals are based on what’s most meaningful to you. We will then create customized investment portfolios and plans to help meet your needs.

We are here for you as your family transitions throughout the stages of life. Whether college funding, protection planning or retirement planning are foremost in your mind - we have the experience to help.

Your retirement savings are often your biggest, or one of your biggest assets. One of our investment specialties is helping clients determine if they are eligible to move out of employer sponsored qualified plans with limited investment options into customized IRAs with extensive options to help meet your individual risk tolerance and needs.

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