Our multi-generational team would like to invite you to schedule an introductory consultation to casually discuss our services. We take a comprehensive look at your current financial health, tax planning, and legacy planning status. Our team strives to find clients that desire meaningful, long term partnerships that are built on the willingness to form a common goal of improving over-all financial well-being.
The ancient text still rings true “A wise person builds their house on a solid foundation.” At RockSolid Planning we strive to help our clients and their businesses firmly stand on a robust financial foundation. We will provide excellent service by listening first, and then mutually determining what is best for you and your business. Our interests reside in helping people attain life goals through proper management of financial resources.
Some attributes that our firm consistently strives for include having a high level of integrity, elite professional competency, clear communication, objectivity, and professionalism.
Our belief is that these actionable attributes will solidify a strong ongoing relationship with our clients as we pursue a “RockSolid” foundation in financial planning needs.
Financial Services: Whether you are an individual or a business owner/ professional, your finances deserve the attention from a professional adviser. When you partner with RockSolid Planning, your finances will be treated with integrity, care, and with attention to detail.
Tax Services: While most financial service firms offer tax support, very few have Certified Accountants on their team. As nice as it may be to receive “well- meaning” advice, should not have to settle for general knowledge when it comes to filing your taxes. With over 30 years of income tax experience, our team of CPA’s are not only knowledgeable but are preparation and tax planning experts.
Legacy Planning: Preparing for what happens with your assets after retirement should not be viewed as the end- but rather, a new beginning! Building a legacy estate plan will help solidify that your assets are allocated correctly and left into the capable hands of your loved ones once you pass. Properly managing your affairs during your lifetime can be one of the most powerful and long-lasting gifts that you will ever give to your family.
Partner with us to pursue your financial security today, tomorrow, and for future generations to come.