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.
Helpful Content
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Lesser Known Provisions of the SECURE Act
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
View all articles 
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
View all calculators
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
View all presentations
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.