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Sonji Rollins Tucker

(804) 521-2677

Women and Retirement Suddenly Single: 3 Steps to Take Now Sit, Stay, Rollover: A Guide to IRA Rollovers What Can a Million Dollars Buy You?
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The Raymond Kendall Group 

 We provide financial and retirement solutions to pre-retirees, retiree, and early retirement candidates.  Our practice focuses on customizing a plan for you and your family that will provide the sustainable income to meet life's milestones such as retirement, college expenses and risk management. 

Your investments and plan goals should be steady but also flexible enough to match each families lifestyle.  The guidance you receive comes along with education and a holistic approach to investment and financial management.  Our educational seminar topics include Woman and Wealth, Social Security, College Savings Planning, Credit and Debt management, Investment and Insurance strategies.  Please take a moment to visit the entire website where you will find informative videos, calculators and helpful news information.  If you have a question please use the "Have A Question" box, where it will be answered and returned to you promptly. 

Call us now to book your complimentary consultation.

Helpful Content

Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Strategies For Managing Student Loan Debt

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.


A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Let's Chat

It’s never a bad time to speak with your financial advisor about changes in your situation.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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