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Discover smarter investment1

Our data-backed approach helps you prepare for retirement at any age. How do you compare?

$200,000

The recommended savings for a 35 year old with an annual income of $100,000

$400,000

The recommended savings for a 45 year old with an annual income of $100,000

$690,000

The recommended savings for a 55 year old with an annual income of $100,000

$1,130,000

Your retirement fund at age 65, if you follow our strategy to the left.

source: Investor's Business Daily, 2018

We have helped hundreds pursue their financial goals.

“Look before, or you’ll find yourself behind.”

- Benjamin Franklin

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Why Rockdale?

For over 40 years, we have helped hundreds of individuals and families to pursue their financial goals. We offer holistic financial planning and practical advice for your life's most significant financial decisions. Attaining financial security and living a comfortable retirement is what we are focused on helping our clients pursue. As a Rockdale client, you'll benefit from proven investment strategies and the personal, holistic service that you need to make informed decisions about your finances for every stage of life. 

About Us

Your Goals, Our Strategies

Discover an array of services for all your financial needs.


  • Investments

    Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

  • Retirement

    Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

  • Estate

    Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.

  • Insurance

    Our dedicated professionals can help create the insurance strategy you need. Protect your family from the financial consequences of life's unexpected events with our help.

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