Uncertainty In Retirement
Check out Guy Paredes' video about recent uncertainty in retirement!
PERSONALIZED INVESTMENT MANAGEMENT
Wondering how to navigate your life situation to plan for retirement sooner rather than later?
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.

Why Rockdale?
For over 45 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.
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 150 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.

Financially Speaking
Curated articles, videos, and more for a more financially savvy you.
