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We help you plan it ... So you can Live It! 

At Rockdale Financial Services our mission is to help you become Retirement Ready! We are dedicated Retirement Planning advisors with more than 150 years of combined experience. Retirement can and should be one of the most joyous times of your life. So what is the first step?  

Together,  we will make a plan for you to get the most out of your retirement! Our advisors will engage you in an informative process that goes well beyond asset management.  To start, you will learn methods for not outliving your income in retirement. We'll design a comprehensive, cohesive Holistic Retirement Readiness Plan specifically for you and your lifestyle. 

Important topics covered include: 

  • Phasing out of work 
  • Lifestyle goals 
  • Health Care 
  • Sustainable retirement income 
  • Social Security 
  • Tax Planning 
  • Legacy Planning 

Your Rockdale Financial advisor will monitor your plan and advise you of any adjustments that may be needed along the way. From working with hundreds of clients we know that retirement is not something static, it is much more dynamic than you may think! 

We are energized every day when we see our clients enjoying their retirement. That is why our experienced and trusted advisors are enthusiastically looking forward to working with you. To get started, use the form below to request a consultation or call us at: (732) 695-2100.

Are you Retirement Ready?

Find out now! Request our Complimentary Retirement Readiness Kit.

Make an Appointment

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