Our process is a bit different than most advisors. Along with listening and learning about what is most important to you, through our planning process we provide continuous education on what you're invested in, why you're invested in it, and what it costs. Our goal is to empower you to feel in control of your path to financial freedom.
At Rockline Wealth Management, we approach your financial picture from a wide-angle lens and form long-term, trusted relationships, while working to pursue your goals. While many financial advisors "sell" products, we pride ourselves on delivering high-level planning with a focus on tax efficiency, fee structure and risk tolerance.
At Rockline Wealth Management, we approach your financial picture from a wide-angle lens and form long-term, trusted relationships, while working to pursue your goals. While many financial advisors "sell" products, we pride ourselves on delivering high-level planning with a focus on tax efficiency, fee structure and risk tolerance.
Services
As a business owner, staying current with the rapidly changing complexities of retirement plan law can be an onerous task to say the least. Acting as a fiduciary requires us to put your best interests ahead of our own, ensuring a completely transparent relationship. As an employer, developing and maintaining a retirement plan can be one of your most powerful tools in attracting and retaining talent.
During your initial meeting with us, you talk, and we listen. We use this opportunity to get to know who you are, what is most valuable to you, what you're looking to achieve and how you feel we fit into your vision. After discussing your current balance sheet, outlining where you are, and where you want to go, we will conduct a thorough review in completing a portfolio stress test and fee analysis.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals. How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
