Vice President
Ben Rolfes
In 1987, Ben Rolfes started out in the Financial Services field with a part-time job in Lynchburg, Virginia. Ben loves helping people obtain financial security and launched his full-time career in the industry in 1989.
Ben has over 30 years of experience in designing lifetime income and wealth transfer strategies. Ben specializes in Rollovers such as 401k’s, 403b’s and 457’s etc. These strategies use the safest vehicles available today to provide and meet client financial goals.
Ben is a Certified Annuity Advisor who helps clients with managing the plethora of annuity products and assists them in making the right decision and plan for their annuity needs. Ben is a member of the “Council of Financial Educators (COFE)”. The two greatest fears of retirees today are 1 – outliving personal assets and 2 – financial devastation due to the cost of Long-Term Care. Ben specializes in proven solutions for these two concerns. With his experienced & professional training, Ben can work with you to create and protect your wealth in a safe, tax-favored status, while providing the maximum contractually guaranteed Income and protection from nursing home care. In most cases, Ben can also demonstrate a better than average return on your investment.
Ben and his wife, Jill live on a farm in Lawsonville, NC with dogs, cats, chickens, cows, and horses. He enjoys many hobbies such as farming, fishing, martial arts, and playing guitar. In the past Ben has played guitar in the Praise and Worship group. He was the PTA president for two consecutive years at Knotts Island Elementary School. During that time, the PTA donated over $7,000 worth of playground equipment to the school. Ben has also taken an active role by coaching
various sports while his kids were young and volunteering as an Assistant Scout Master with his son’s Boy Scout Troop. Their son, Ben (nicknamed B-4), is a Veteran and is attending Liberty University in Lynchburg Virginia. Their daughter, Layla, lives in Matthews, NC and owns a Digital Marketing business. Most days though, if Ben is not helping a client; he is working on the farm with Jill.