Tremper & Roper is a wealth management consulting firm specializing in financial planning and investment management solutions to families, business owners and executives. We pride ourselves on creating personalized financial strategies for helping to accumulate, manage and preserve wealth. Our financial plans cover pre- and post-retirement strategies, retirement cash flow modeling, estate planning, wealth transfer, insurance analysis and tax planning, as well as any other areas that impact financial security.
As fee-based advisors we do not rely on commissions or product sales for compensation. This allows us to provide unbiased advice and helps ensure our interests are aligned with our clients. Our business is built on trust, knowledge, and a constant desire to see our clients prosper.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Savings Accumulation
Estimate the future value of your current savings.