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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

16 Wall Street Cliches in 60 Seconds

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Comparing Investments

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

 

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Paying Off a Credit Card

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

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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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.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Saving for College 101

Here’s a crash course on saving for college.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

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