Retire Confidently Under The Florida Sun
Helping retirees create income strategies and protect wealth so you can enjoy the lifestyle you’ve earned.
Dedicated To Your Success
At Roger Fishel Financial, we are more than just retirement planners—we are your trusted partners on the path to financial security. Our commitment is to provide you with the tools, strategies, and knowledge to help you achieve your financial goals, so you can live with confidence and peace of mind.
Enjoy Retirement With Confidence
We create a customized plan designed to safeguard your wealth, generate reliable income, and reduce taxes—presented in a way that’s simple, practical, and easy to follow.
Plan
Build a retirement income strategy that gives you clarity and confidence.
Protect
Safeguard your retirement from taxes, market risk, and unexpected expenses.
Prosper
Focus on what matters most while knowing your future is secure.
Meet Roger
Roger Fishel
Founder & Lead Advisor
For 23 years, my teams and I have helped thousands of people successfully transition into retirement with peace of mind and financial clarity. At Roger Fishel Financial, everything we do is guided by our philosophy: Plan. Protect. Prosper.
Our mission is simple—to make retirement planning accessible from anywhere through personalized virtual consultations and straightforward strategies. By focusing on planning wisely, protecting what you’ve built, and positioning you to prosper in retirement, we empower you to make smarter financial decisions without unnecessary complexity or confusion.
Education
& Honest Advice
We create a customized plan designed to safeguard your wealth, generate reliable income, and reduce taxes—presented in a way that’s simple, practical, and easy to follow.
Our goal is to educate you every step of the way so you feel confident in the decisions you make. We believe in honest, straightforward advice—without the jargon or hidden agendas. That’s why we’ve built our process around the P³ Method: Plan • Protect • Prosper.
Through this approach, we help you clearly see where you stand today, protect what you’ve worked so hard to build, and create a strategy that allows you to prosper in retirement. From tax-efficient income planning and Social Security optimization to legacy and protection strategies, we explain your options in a way that’s simple, transparent, and easy to understand—so you can move forward with confidence.
Smart Financial Planning for Today and the Future
Building a secure financial future isn’t just about retirement — it’s about making informed decisions at every stage of life. We focus on the core strategies that matter most: growing and protecting your wealth, creating reliable income streams, planning your legacy, managing risk, and keeping taxes under control. These essentials work together to give you clarity, confidence, and the freedom to live the life you want now and long into the future. Here’s a quick glimpse of the services we offer. You might not need all of them right now, but you can rest easy knowing they’re here for you when you’re ready.
Retirement Planning
Create a personalized roadmap so your income lasts as long as you do so you can retire with confidence.
Financial Planning
A step-by-step strategy to grow, preserve, and manage your money with confidence at every stage of life
Estate & Legacy Planning
Protect your family, reduce taxes, and ensure your assets are passed on exactly as you intend.
Tax Planning
Discover tax-efficient strategies to help preserve your wealth.
Insurance & Risk Management
Get expert help deciding what kind of insurance you do and don’t need.
Who We Serve
Helping you make smart, secure financial decisions — whether you’re preparing for retirement, enjoying it, living between Florida and up north, or raising a growing family. In person or virtually, we’re here to guide you nationwide.
Latest Insights
5 Ways to Cash In On the $6,000 Senior Bonus Tax Deduction
7 Critical Steps To Take If You’re Approaching Retirement
The Hidden Retirement Risks No One Talks About
Ready to take control of your financial future?
Contact us to schedule a visit and learn how we can help you reach your goals with a customized financial plan. Let us help you navigate the complexities of your financial world, so you can focus on what matters most.