Our Services

Clients come to Roney & Company for a variety of good reasons — estate planning, traditional retirement planning and generational (children) retirement planning, even for buy/sell-business planning. We have distilled our depths of services into five of the following service categories:

Estate Planning
Premium Financing
Business Planning
Life Settlement
Retirement Planning

By approaching complex financial information in a straightforward manner, Roney & Company has saved clients millions in tax dollars.