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Aaron Roth - Northwestern Mutual

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Oswego, NY
Aaron Roth - Northwestern Mutual

CLU®, CLTC®, ChFC®, RICP® Retirement isn’t just about reaching a milestone; it’s about making sure the life you've built continues to thrive.

As you approach the critical transition into retirement, it’s natural to wonder:
– Do I have enough saved?
– Will my income last?
– And how can I keep more of my money in my pocket, not the IRS’s? These questions are what I help answer. With the right strategies in place, you can retire with confidence, knowing your finances are secure, your taxes are minimized, and your future is mapped out wi

th precision. One of the biggest misconceptions I hear is, “Do I have enough?” More often than not, the answer is yes. But it's not just about having enough; it's about making sure that your hard-earned savings work for you through retirement. I help clients manage their IRA accounts, understand Social Security distributions, and make well-informed decisions that maximize their income potential while minimizing taxes. Diversification and timing are key. Too many pre-retirees are concerned about market volatility and worry that investing in equities is too risky. In reality, a well-diversified portfolio, combined with safe dollars in bond funds or similar vehicles, ensures that you’re positioned to weather any market cycle. With a smart balance of offensive growth and defensive protection, your money keeps working for you—even after you retire. I work with analytical, logic-driven professionals nearing retirement, guiding them through the complexities of tax-smart financial planning and optimized retirement strategies because when it comes to preparing for retirement, the best decisions are built on smart strategies and deep understanding. I collaborate with my clients, educating them on how to make informed decisions. Together, we develop financial plans that provide security and comfort, tailored specifically to your unique situation. If you want to go into retirement with the confidence that your financial strategy is optimized, let’s have a conversation. I’m here to help you prepare for a predictable, tax-efficient future. Book a call today, and let’s make sure your money works just as hard as you’ve worked for it. Book a Meeting - https://bit.ly/AaronRoth

Aaron Roth
[email protected]
315-342-7258

07/20/2026

Americans don’t like talking about money, but the benefits to personal and financial health are proven. Read this article for ideas on how to get beyond your fear, and then I can help you get started. http://spr.ly/6186B8i9xI

07/16/2026

Market gains are no longer coming from just a few stocks. Our latest Quarterly Market Commentary explores why diversification may be playing a bigger role in investor success in 2026. http://spr.ly/6184BEprWm

07/14/2026

The labor market appears to have regained its footing, shifting the focus back to inflation. This week's commentary examines why persistent price pressures—not slowing employment—may be the bigger risk for markets in the second half of 2026. http://spr.ly/6187BEpMc3

07/13/2026

Tackling just one financial task each month is a great way to keep your goals on track without feeling overwhelmed. Please reach out if you'd like to review your personalized plan. http://spr.ly/6185BDmmI7

07/06/2026

If you want to cheer on Team USA in person at the 2028 Olympics, let’s talk about how to draft a champion-level trip budget. We love seeing you reach your goals with confidence. http://spr.ly/6186B6tsM2

06/30/2026

AI continues to influence the economy and markets—but not all companies are benefiting equally. Rising costs and sticky inflation underscore the importance of a diversified investment plan. Read this week’s Market Commentary to learn more. http://spr.ly/6187BDa6yR

06/29/2026

Protecting your family is just one of many benefits life insurance can provide for you and your loved ones. Let’s talk about other benefits, too. http://spr.ly/6186B8904A

06/23/2026

Markets continue to show resilience, but the path forward may depend on inflation, the Fed’s next move, and whether AI-related investment remains strong as financing costs rise. Northwestern Mutual Wealth Management CIO Brent Schutte shares why diversification remains important in today’s market environment. http://spr.ly/6189BDwjdV

06/22/2026

Whole life insurance can be a key component of your financial future. Let’s talk about how we can structure it to enhance your overall plan. http://spr.ly/6180BDGhjM

06/16/2026

Big market headlines can create questions for clients. In this week’s commentary, Northwestern Mutual Wealth Management CIO Brent Schutte looks at the SpaceX IPO, inflation, and the Fed—and why long-term discipline still matters when markets get noisy. http://spr.ly/6183BDGXAb

Address

218 W 8th Street
Oswego, NY
13126

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+13153427258

Website

http://www.aaron-roth.com/

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