Financial Planning Services
RockCrest supports you in aligning your financial decisions with your values. As your Personal Finance CEO, we focus on developing a comprehensive, long-term financial plan tailored to your needs. We assist in coordinating, consolidating, and simplifying your financial life while providing the accountability needed to stay on track. Our objective is to bring clarity and order to your financial situation and maintain that stability and potential for growth over time.
Fearless Planning for Your Financial Present & Future
You will receive a comprehensive, step-by-step, written financial plan that encompasses all of your goals. Each goal is tied to your personal values. We work as a team, coordinating your other professionals (accountant, attorney, insurance agents, etc) and holding everyone accountable for their part in helping your plan succeed.
You will get proactive, customized tax planning and actionable strategies, utilizing accountants as part of the team. In many cases we include the cost of tax preparation with your services. *
You will receive ongoing expert portfolio management for no additional cost. We will also provide recommendations and advice, even for assets we do not directly manage for you whether you manage them yourself, or you utilize other professionals.
You will get a comprehensive annual evaluation of all your risks, and an independent review of all your insurances. The goals are to determine which risks you should cover, how much coverage you should have, and the proper amount that coverage should cost.
You will develop a comprehensive estate plan. We will coordinate and work closely with your attorney and/or estate planning document service, to help craft the right trusts, wills, and powers of attorney. In many cases, we include the cost of estate planning document preparation with your services. *
RockCrest Financial Reviews
Specific results or objectives achieved are relevant to the client providing the testimonial or the former client providing the endorsement. Results and objectives will vary in accordance with personal circumstances.
Empowering Your Financial Journey
We help you achieve financial success while adhering to what matters most to you.
We don’t just advise; we make solid, proactive recommendations and help you take action, streamlining your financial responsibilities.
With only 50 comprehensive financial planning clients per advisor, you receive deep, tailored financial strategies that evolve with your needs.
Our clients experience concierge-style financial planning, similar to a family office setup. We specialize in working with individuals and families with $1MM-$10MM in net worth (excluding their primary residence), as well as, high-income earners who are still in the process of growing their assets, providing strategic financial guidance at every stage.
Podcast for the Financially Inquisitive
The Personal Financial CEO podcast is where we discuss personal finance and financial strategies to help you live your best life. To us, financial planning is not only about financial health but also about the positive effects that optimizing finances can have on one’s physical and mental well-being. In each episode, we will tackle different personal finance topics… without all the financial jargon, and provide clear-cut, actionable strategies. The goal of this podcast is to provide practical, sound educational content that will motivate you to get in the best financial health of your life and to stay that way forever.
FAQ
We act as your financial chief executive officer, leading your personal team of financial professionals (your accountant, attorney, insurance agents, bankers, mortgage agents, etc.), helping you implement and manage a comprehensive, step-by-step financial plan, so you can “live your best life.”
Yes! A fiduciary must act in your best interests, ensuring transparency, honesty, and alignment with your financial well-being. We must put your interests ahead of ours.
We have no strict asset minimums. Our financial planning services are best suited for individuals and families who desire a delegated approach to comprehensive financial planning with a net worth between $1M to $10M, and high-income earners looking to accumulate wealth.
No. Our flat-fee financial planning subscription can be canceled at any time. Please see Services page for more information.
You pay one all-inclusive flat fee, as a monthly subscription, which covers all of our services. The fee is based on the complexity and level of service that you choose. We have three tiers of service depending on your needs. We do not charge any additional fees for asset management. Please see our ADV for more information.
As an independent investment advisory firm, we do not earn commissions or receive compensation for recommending specific products. This structure allows us to minimize conflicts of interest and provide unbiased investment advice.
It’s never too early or too late to take control of your financial future. Contact us today to learn how RockCrest can help you achieve financial independence while protecting your time and lifestyle.
“Your Personal Finance CEO” – RockCrest goes beyond just creating plans and managing assets… we help successful, busy individuals and families achieve financial independence, and protect their lifestyle.
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IMPORTANT DISCLOSURE INFORMATION
Advisory services offered through RockCrest Financial LLC, an investment adviser registered with the state of New Jersey and other jurisdictions as required. Registration as an investment adviser does not imply a certain level of skill or training. RockCrest Financial LLC does not provide tax or legal advice, and we encourage you to consult with tax or professional legal advisors before implementing any legal or financial planning strategies. Information presented on RockCrest Financial’s website, as well as social media sites linked on this page, is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. RockCrest Financial’s website and its associated links offer news, commentary, and generalized research, not personalized investment advice. No content on this website should be interpreted to state or imply that any past outcome is indicative of a future outcome.
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