Nancy L Roach-Wilder, CFP

Financial Advisor,

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

Action steps and collaboration turn dreams into goals and goals into realities.

Worried About Market Volatility?

If market volatility has you feeling worried, it’s important not to let emotions get in the way. There are some things you should consider that may help manage expectations when markets start moving.

About Nancy L Roach-Wilder, CFP

Nancy Roach, CFP®, 25+ years guiding families in use of Asset Management, Estate Planning, Trust Asset Management and Life Insurance Strategies with focus on reaching for ones highest potential.

Recognized in the community as an advocate for special needs I focus on people and not just their money. Employment, training and housing possibilities for people with special needs are also a focus.

I'm Most Proud Of: Creating motivation, organization and hope in clients lives. Seeing these values worked out in lives over time. Its extremely rewarding!

 Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Living in Retirement

Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.

Protecting Your Family and Greatest Assets

Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

Meet Our Professional Team

Experience

  • Private Wealth Manager, CFP*

    Upstream Investment Partners

    July 2013 - April 2017 | Lisle, IL

    Financial Planning and asset management for families and small business

  • Financial Advisor

    Ameriprise Financial

    May 2013 - July 2013 | St Charles, IL

    Financial Planner, investment advisor to families and small businesses.

The Prudential Difference

    • Variable Annuities: AZ, CA, FL, IL
    • Securities License: AZ, CA, FL, IL, IN, MI
    • Variable Life Insurance: AZ, FL, IL( CA License #0G27220)
    • Fixed Annuities: AZ, FL, IL( CA License #0G27220)
    • Life Insurance: AZ, FL, IL( CA License #0G27220)

Nancy Roach-Wilder offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Nancy Roach-Wilder offers insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. 1-800-778-2255 For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

Check the background of this investment professional on FINRA’s BrokerCheck.