Mr. Roop, is an accomplished executive, entrepreneur, radio talk show host " Retire”meant” for Living " Show on WBT 1110 AM . Financial planning to high net worth individuals and companies, tax strategies, and consultant. Experience and success including Finance / Investment Advisory, business building and has built his own Financial Planning Company that serves clients in the Carolina’s. Specializing in Income Distribution Planning along with Wealth Accumulation for high net worth individuals and Wealth Succession Planning.
Mr. Roop is the President of Belmont Capital Advisors, Inc.
Prior to his starting his own company, Mr. Roop began his Investment Experience by interning with Merrill Lynch in 1992.
This week, JoePat Roop focuses on the importance of building secure, sustainable, and stable income for retirement. He emphasizes the need for secure income that is not affected by market disruptions or geopolitical events. The conversation also highlights the impact of inflation and taxes on retirement income and the importance of incorporating inflation protection and tax avoidance strategies. JoePat mentions the one-page retirement income plan that helps assess current financial status and plan for a secure retirement. The conversation also touches on the emotional aspect of retirement planning and the need to take the emotions out of it. Lastly, the JoePat emphasizes the importance of having a tax strategy and mentions tax loss harvesting as a way to minimize taxes. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com