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  • Home
  • Who We Are
    • Roadmap Financial Consulting
    • Our Associates
    • FAQ’s
    • Contact Us
  • What We Do
    • What Makes Us Different
    • Tax Preparation
    • Testimonials
  • Did You Know?
    • The Retirement Roadmap Podcast
    • In The News
    • Reverse $ Cost Averaging
  • Market Risk
    • Retirement Income Planning
    • Retirement Portfolios
    • The Income IRA
  • Tax Risk
    • The Power of Zero
  • Health & LTC
    • Medicare Planning
    • Medicare or Medicaid – Who Pays?
  • Legacy
    • Charitable Planning
    • Estate Planning
    • Generational Wealth Planning

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This web site may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting or tax advice. You may wish to consult a competent attorney, tax advisor, or accountant.

Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Roadmap Financial Consulting, LLC are independent of each other. For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Glenn W. Mosseller and/or Roadmap Financial Consulting, LLC are not affiliated with or endorsed by the Social Security Administration or any other government agency.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Insurance and annuity products are not sold through Virtue Capital Management, LLC (“VCM”). VCM does not endorse any annuity or insurance product nor does it guarantee any annuity or insurance product’s performance. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Any guarantees mentioned are backed by the financial strength and claims paying ability of the issuing insurance company.

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