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Financial Services

Your Future

Our first priority is helping you take care of yourself and your family.  We want to learn more about your personal financial situation, identify your dreams and goals, and understand your tolerance for risk.  Our long-term relationships with clients encourage open and honest communication that have been the cornerstone of Rockdale's success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more.  However, there is no substitute for one-on-one consultations to help you achieve your goals.

Our Services

While developing a customized financial plan, our advisors will walk you through a step-by-step process that will help to make you feel confident in your decisions.

Once your goals have been established, our team will establish a financial plan that will incorporate many disciplines such as retirement planning, investment management, tax planning, insurance planning and estate (legacy) planning.  You may wish to review the information below to examine the wide variety of the services that we offer.  

Retirement Strategies

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Investment Management

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Financial Plans

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Estate & Trust Conservation

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Tax Management

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College Financial Planning

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We have helped many people to:

  • Choose the appropriate investment strategy based on their financial circumstances
  • Accumulate wealth for important life goals
  • Plan for a comfortable retirement
  • Eliminate consumer debt
  • Reduce tax liabilities by working with CPAs
  • Insure families against the financial loss of a loved one
  • Manage senior health insurance costs
Creating a Comprehensive Estate Plan

Creating a Comprehensive Estate Plan

What does it take to create or update your estate plan? Here's a 7-step Estate Planning Checklist to help you get started.
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FIRE Retirement

FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.
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Facilitate Family Financial Conversations Across Generations

Facilitate Family Financial Conversations Across Generations

Start a discussion with your adult kids about generational family finances. Share your retirement and financial goals.
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