Meet The Team
The team behind WilLo Financial Group, LLC is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
William Rolin Founder, CEO
William Rolin is the founder and CEO of WilLo Financial Group, a financial services organization located in Purcell, Oklahoma. For over two decades, William, along with his wife and business partner, Lora, have built a successful business by helping clients preserve their retirement assets and increase their household income by lowering their income taxes and taxes on Social Security benefits.
William specializes in assisting individuals and business owners with retirement income strategies. He also works closely with estate planning attorneys to help protect individuals, couples, surviving spouses and beneficiaries from unnecessary taxation and possible government intervention through probate.
As an independent financial professional, William serves clients in Oklahoma, Texas, Kansas and Arkansas. He is a multiyear member of the Million Dollar Round Table, a financial services industry organization that recognizes members who demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service.
William has passionately helped hundreds of people develop retirement income strategies designed to help preserve their retirement assets from potential retirement challenges such as inflation, rising health care costs, market fluctuations and longevity risk. Let William help you build a personalized financial strategy designed to help improve cash flow, preserve your retirement assets, help reduce taxes and help minimize risk.
Lora Rolin Owner, Investment Advisor Representative
Lora Rolin is owner and partner of WilLo Financial Group.
She is a Series 65, Investment Advisor Representative working with Sound Income Strategies. LLC and has been an independent financial professional for over 19 years and holds a Oklahoma insurance license. She has masterfully demonstrated exceptional professional knowledge and strict ethical conduct as well as provided outstanding personal service to her clients.
Lora, along with her husband and business partner, William, are passionate about helping you build a successful strategy that will assist in providing, preserving and producing the freedom you desire for your retirement.
Million Dollar Round Table (“MDRT”) is a membership organization. Qualifying criteria for membership include attaining specified levels of commissions earned, premium paid or income earned on the sale of insurance and other financial products. The MDRT membership requires the payment of annual dues, compliance with ethical standards and to be in good standing with an MDRT-approved professional association. There are three levels of membership, which include standard membership, Court of the Table and Top of the Table. The MDRT logo and/or trademarks are property of their respective owners and no endorsement of William Rolin or WilLo Financial Group is stated or implied.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to protection benefits, safety, security, or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.