Bernard J. Rolfes, III

With over 30 years of experience, in designing lifetime income and wealth transfer strategies, Ben brings strategies to his clients that use the safest vehicles available today to legally reduce tax liabilities. In fact, Ben has trained with one of the nation’s most exclusive groups of financial advisors – Ed Slott’s Elite IRA Advisor Group™. “I speak to more than 50,000 advisors a year,” commented Mr. Slott, “I can confidently say that The Elite IRA Advisor Group represents the top 1% of all financial advisors in the country.”


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