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
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Debt Stress
There’s a link between debt and stress.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
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Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Saving for College
This calculator can help you estimate how much you should be saving for college.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Supporting Local Business In a Crisis
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Surprises
Making the most of surprises is a great reason to work with us.