For over two decades, William Rolin has – alongside his wife and business partner, Lora – continually helped hardworking Americans better preserve their retirement savings and increase their retirement income.

As an independent retirement Income Specialist, William serves clients in Oklahoma, Texas, Florida, Kansas, and Arkansas. Working with individuals, couples, and businesses, he has helped hundreds of clients implement income-generating strategies designed to better protect their savings from threats like inflation, rising healthcare costs, market fluctuations, and risks associated with longevity.

William also works closely with estate planning attorneys to establish effective wealth management and estate planning solutions designed to help clients avoid unnecessary taxation and possible government intervention through probate.

William is a multiyear member of the Million Dollar Round Table, a financial services industry organization that recognizes members who demonstrate exceptional professional knowledge, strict ethical conduct, and outstanding client service.

With our extensive experience, we can provide you with a customized financial strategy designed to help you:

• Preserve your retirement assets
• Generate steady income in retirement
• Minimize your exposure to market risk
• Minimize taxes

Lora Rolin is a Series 65-licensed Investment Adviser Representative with Foundations Investment Advisors, LLC.

Lora has more than 24 years of experience in the Insurance Industry and is licensed in multiple states.  

Lora has masterfully demonstrated exceptional professional knowledge and strict ethical conduct while consistently providing outstanding personal service to her clients.

Along with her husband and business partner, William, Lora’s passion and priority is to help you build a successful income strategy designed to help you enjoy the financial freedom you deserve in retirement.

With Lora’s extensive experience, she can provide you with a customized financial strategy designed to help you achieve a successful retirement:

Joshua Driskill is an independent insurance agent with more than five years of experience. He holds an insurance license in Oklahoma and Texas and is also FINRA Series 65-licensed. He also has a bachelor’s degree in animal science from Oklahoma State University.

Joshua is passionate about helping you build a successful strategy that can help you enjoy the financial freedom you deserve in retirement.

With our extensive experience, we can provide you with a customized financial strategy designed to help you:

• Preserve your retirement assets
• Generate steady income in retirement
• Minimize your exposure to market risk.
• Minimize taxes.

With over a decade of experience in the insurance industry, James Rolin is dedicated to helping retirees safeguard their principal and personal wealth. His passion lies in helping clients generate reliable income streams during their retirement years.

Licensed in the state of Texas, James combines his extensive knowledge and personalized approach to provide tailored insurance solutions that meet the unique needs of each individual client.

With our extensive experience, we can provide you with a customized financial strategy designed to help you:

• Preserve your retirement assets
• Generate steady income in retirement
• Minimize your exposure to market risk
• Minimize taxes