IRA & 401K Rollovers
Indexed Universal Life
Retirement Planning
Lifetime Income
Term Life, Whole Life
Tax-Advantaged Family Legacy & Wealth Transfer

Call us for a quote at (833) 401-ROLL or choose a meeting time right here:

The Rojas Retirement Solutions Story

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Rojas Retirement Solutions Serves Families

In the Central Valley of California

Carlos Rojas and Yvette Rojas, co-founders of Rojas Retirement Solutions, are here to serve families in the Fresno, Bakersfield, Visalia, and surrounding California area. Their mission is NO FAMILY LEFT BEHIND when it comes to retirement rollovers and protecting your family with life insurance to leave a tax-advantaged wealth legacy!

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Set Your Plan in Motion

Have a 401(k) & Don’t Know What to Do With It?

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Want to Leave a Tax-Advantaged Wealth Legacy to Your Family?

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Want to Know When & How to You Can Retire?

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Latinos Unidos — Se Habla Español

Bienvenidos a Rojas Retirement Solutions

Nuestro objetivo es construir una relación con usted, independientemente de su situación financiera. Somos una empresa fundada en valores familiares y nos preocupamos por ayudarte a ti y a tus seres queridos. Contáctenos hoy para comenzar nuestro proceso personalizado y experimentar cómo es trabajar con nuestro equipo.

Hundreds of Options,

Independent Advice

As a completely independent firm, Rojas Retirement Solutions has access to literally hundreds of options from dozens of the nation’s top financial institutions. We even have limited distribution solutions that are only available from select financial advisors across America. So, contact us now to learn more about what we can do for you. NO FAMILY LEFT BEHIND!

Ongoing Support & Service

We are here when you need us, to help you plan and throughout your financial life. We’re right here in your community when you need customer service.

Insurance With Multiple Features

Today’s insurance plans offer multiple features, include tax benefits for heirs, ability to borrow from your policy, long-term care coverage and more. Let’s talk!

We Work With You

You’re not alone in figuring out your retirement. Our advisors have decades of experience in the financial services industry helping people just like you. We’ll find what fits for you!

We Love Our Family Too

We treat our clients like family. You are important to us because our entire community is vibrant, essential, and embedded in California’s history. NO FAMILY LEFT BEHIND!

Rojas Retirement Solutions

Blog, News & Information

You don’t have the time to waste looking for a resource you can trust to offer factual, insightful information. That’s why we publish resources that can help you grow your knowledge base quickly and conveniently. With blogs, videos and more to enhance and elevate your financial knowhow, we aim to give you the power to efficiently and effectively learn about retirement matters.

Understanding Life Insurance: 7 Things You Should Know

Understanding Life Insurance: 7 Things You Should Know

2026-01-14
Why Long-Term Care is an Important Part of a Financial Plan

Why Long-Term Care is an Important Part of a Financial Plan

2025-12-14
Annuities Offer Protection and Growth Potential

Annuities Offer Protection and Growth Potential

2025-11-26