Realize Your Financial Dreams
Rock Financial’s services will get you there.
Fee-Only
Your Interests first
No Commissions
Comprehensive Financial Planning
With a new business to run and a family to care for, envisioning anything beyond next week can feel impossible. How do you successfully make the right choices to ensure your business and family’s financial security?
You CAN do it. You just don’t have to do it all alone.
When you work with Rock Planning we’ll:
Uncover your values
Determine your goals
Discover your roadblocks
Create a plan
Implement your plan
… making adjustments as needed
Think of Rock Financial Planning as your personal financial trainer.
We’ll help you map out the future and make a clear, simple plan that will help you succeed no matter what life throws at you.
Let’s team up
Our services go beyond advice—we aim to be your partner and educator, here for you now and in the future.
Cash Flow & Budgeting
Debt/Student Loan Management
College Savings
Insurance Review
Investment Analysis & Management
Retirement & Estate Planning
Risk Management
Tax Planning Strategies
Emergency Fund Savings
Major Purchases Counseling
Pricing
As a fee-only financial advisor we work as your fiduciary, which means your interests come first.
Financial Planning
Our annual retainer starts at $5,000 and is broken down and billed on a monthly basis. It is re evaluated on an annual basis.
Investment Management
1% of assets for the first $1,000,000 and a max of 0.75% on all assets greater than $1,000,000.
Discover the Stability You Crave
Peace of mind is a phone call away.
