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.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
It may help your business be better prepared in the event of the death of a principal or key employee.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Don’t overlook the need for renter’s insurance if you rent your home.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
With alternative investments, it’s critical to sort through the complexity.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
When markets shift, experienced investors stick to their strategy.
For women, retirement strategy is a long race. It’s helpful to know the route.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.