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Financial Strategies for Wealth Creation & Accumulation

Whether you want to grow and preserve your estate, ensure the continuation of your business or create an employee benefit program to attract and retain executive talent. Our team at Rocafort can help achieve your goals. With more than 35 years of experience in assisting our clients to build and preserve financial legacies with the highest standards of quality and integrity. Our specialists deliver leading edge strategies designed to help maximize results and help protect against loss of assets and income. Our association with leading financial and risk management firms enables us to provide value-added services to our clients.

We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

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Helpful Content

The Value of Insuring Against Life’s Risks

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Emotional vs. Strategic Decisions

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

Paying Off a Credit Card

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

 

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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