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Committed to and Respected by Our Clients

No two clients are alike. That’s why we are committed to providing outstanding service to all our clients. We apply various financial disciplines with one goal in mind – to enhance our clients’ wealth and confidence. Our team of professionals includes financial advisors, attorneys and accountants. Our clients range from individual professionals to small business owners and executives of large corporations. Many of the areas most prestigious law firms and accounting firms entrust their own and their clients’ financial planning to Rocafort professionals. Here are some strategies, tools and resources which can help protect your family and/or business in the event of your death. These strategies can create wealth and preserve it for the future:

  • Personal Financial Planning
  • Wealth Creation and Accumulation Strategies
  • Retirement Planning
  • Estate Preservation Planning
  • Life Insurance Planning
  • Investment Management
  • Education Funding Strategies
  • Charitable Gifting Strategies
  • General Insurance Planning (P&C)