Kelly Roark, CFP, Financial Advisor

Kelly Roark, CFP, Financial Advisor 25+ yrs of experience in the financial industry, Kelly will guide you with the heart of a teacher.

10 tips that can head-off marriage money problems.
10/29/2025

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

Looking ahead can help female investors conquer these unique obstacles. You can learn more here.
10/27/2025

Looking ahead can help female investors conquer these unique obstacles. You can learn more here.

Looking ahead can help you conquer these unique obstacles.

An ILIT could play a role in your estate strategy.
10/24/2025

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Just entering retirement? Here's what you need to know.
10/22/2025

Just entering retirement? Here's what you need to know.

Regardless of how you approach retirement, there are some things about it that might surprise you.

If you died, what would happen to your email archives, social profiles, and online accounts?
10/20/2025

If you died, what would happen to your email archives, social profiles, and online accounts?

If you died, what would happen to your email archives, social profiles and online accounts?

There’s no shortage of investment analysis for anyone interested. What’s important to understand?
10/17/2025

There’s no shortage of investment analysis for anyone interested. What’s important to understand?

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.
10/15/2025

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

Here's a breakdown of how the federal government spends your tax money.

As complex as the details of taxes can be, the income tax process is fairly straightforward.
10/13/2025

As complex as the details of taxes can be, the income tax process is fairly straightforward.

A quick look at how federal income taxes work.

What can a fairy tale teach us about goal-setting success? Watch our video and find out.
10/10/2025

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you know how to set up your financial goals for success? This knight does.

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
10/08/2025

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

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