Retirement Report

"10 Things to Know About Planning Your Retirement Income." Learn the following:

  • Factors to consider before beginning Social Security Benefits
  • Why inflation may matter more once you've retired.
  • The extent to which health care costs can impact your income needs

Enter your information below for your Free Guide!

Full Name:

Email Address:

Phone Number:

Charles Winfrey and Associates
Schedule an Appointment
Meet our Team

Content on this page requires a newer version of Adobe Flash Player.

Get Adobe Flash player


Nashville Office
1900 Church Street
Suite 102
Nashville, TN 37203

615-678-6603- Phone
615-678-6825 Fax

Welcome to The Rollover Company

As Seen On    
Yahoo Finance The Street CNBC
Market Watch Bloomberg BusinessWeek View All

The Rollover Company, Inc. is an asset protection and wealth distribution firm serving pre-retires and retired residents of Alabama, Indiana, Mississippi, Missouri, North Carolina, Tennessee and Virginia with their many retirement planning needs. Founded in 1999, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.

We understand how important it is for you to be able to trust your advisor particularly in the wake of recent, highly publicized corporate failures and investment management misdeeds. Regardless of the direction the economy and interest rates take in the future, it's important to have an advisor you can count on.

Our 3 Step Review Process

Find out if you have problems like phantom income taxation or a wide variety of other tax issues. Are you preparing to sell real estate? Do you need to increase your income stream or lower your risk level? Have you lost a spouse and now have all the financial decisions to make? Are you retiring or rolling over a large sum of money? Are you selling a business? A complete discovery of what you want your money to do for you is the most important first step. The wonderful benefit of our 3 Step Review is that it applies to any financial decision or concern you have, and it helps you stop your money from falling through the cracks, and it assures that any major financial decision is right for you. In other words, learn what questions to ask before making any financial decisionand identify ways to assure your decisions are in your best interest. Our 3 Step Review will also help determine what your next steps should be or what other areas need review, such as your estate plan, long term care issues, charitable planning, and more.

Click here for more info on our 3 Step Review Process, or contact us today at 615-678-6603 to learn how our no obligation, 3 Step Review can help you with your specific concern or situation.

View our Privacy Policy