I may be the right advisor for you if the following resonates:
You’ve worked hard your entire career and have diligently saved for retirement. But now, you're wondering when to claim your Social Security benefits and feeling like you need a crystal ball to figure out which pension option to choose. And what about Medicare?
You also have IRAs, 401(k)s, 403(b)s, mutual funds, and more, but you’re unsure how they’re supposed to transform into a retirement income stream. You want to know if you can afford to retire, but it feels like there’s just so much to think about. Plus, you haven't even started looking into your health insurance, dental insurance, vision insurance, life insurance, long-term care insurance, or estate planning.
But here’s the good news—you don’t have to go at it alone. Lucky for you, there are CFP® professionals (like me!) to guide you through all these decisions.
Since August 2008, I’ve been helping people tackle these exact financial concerns. Feel free to schedule a complimentary meeting with me by using this link: Schedule a meeting. The initial consultation is a chance to address any questions or concerns you have about your financial situation and to see if we’re a good fit to work together.
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I'm here for you
You don’t have to call an 800# or navigate a phone maze to reach me.
If you ever need to get in touch, I’ve made it simple:
- Call or text my office in McAllen at (956) 683-6020
- Email me at Sergio.Rojas@lpl.com
- Schedule a time directly using this link: Schedule a Meeting
If you call and I’m unavailable, my receptionists will answer with a warm greeting. They can take a message that gets to me promptly or even help you schedule a call, virtual meeting, or in-person visit.
Prefer to text or email? I’ll respond as soon as I’m free. No phone maze. No runaround. Just real, direct access — the way it should be.
We're a Family-Run Firm
You might see my wife, Saleena, around the office from time to time — she plays a huge role behind the scenes helping manage service requests and keeping the back end of the business running smoothly.
While she may not always be at the front desk, the spirit of her warmth and care is felt throughout everything we do. That’s also why I have a dedicated team of receptionists ready to answer your call, take a message, or help you schedule time with me.
With both Saleena and my support team in place, you can count on being treated with professionalism, respect, and the kind of personal attention you deserve.
A Succession Plan You Can Count On
Clients sometimes ask — “What happens if something happens to you?” It’s a fair question, and one I’ve thoughtfully planned for.
Through LPL Financial’s Assurance Plan, your accounts will continue to be serviced by a dedicated transition team if I’m ever unable to do so due to death, illness, or incapacity. You’ll always remain in control and never be left without support or an advisor.
I’ve also built relationships with trusted local advisors who have the first opportunity to purchase my practice. While it’s not guaranteed that one of them will, LPL will ensure that another qualified advisor does step in — so your plan stays on track, and you continue receiving the service and guidance you deserve.
And who knows — maybe one day, one or both of my boys, Stallone and Sean, will take over and carry on the work I’ve started. Until then, rest assured that your financial future is well cared for, no matter what life brings.