Terms of Service

Service Description

Roll My Retirement is a free matching service that connects individuals with independent financial advisors. We are not a registered investment advisor, broker-dealer, or financial institution. We do not provide financial, tax, or legal advice.

No Financial Advice

Information provided on this website is for educational and informational purposes only. It does not constitute financial, tax, investment, or legal advice. You should consult a qualified financial professional before making any retirement account decisions.

Advisor Independence

Advisors in our network are independent financial professionals. They are not employees or agents of Roll My Retirement. Roll My Retirement is not responsible for the advice, services, or conduct of any advisor in our network.

SMS Communications Consent

By submitting your information, you expressly consent to receive marketing and informational SMS messages from Roll My Retirement and its advisor partners. Message frequency varies. Reply STOP to opt out. Reply HELP for assistance. Message and data rates may apply.

Limitation of Liability

Roll My Retirement shall not be liable for any damages arising from your use of this service, your relationship with any matched advisor, or any financial decisions you make based on information provided on this website.

Contact

Roll My Retirement | Dallas, Texas | hello@rollmyretirement.com