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What We Do?


Whether you are a business owner seeking to protect your business, provide employee benefits and preserve it for the future, or an executive who wants to create, protect and preserve wealth for the future, the specialists at Rocafort provide the tools and strategies to help you plan your financial future.

Rocafort financial professionals can help ease concerns about the future of your business with a comprehensive financial strategy to address employee benefits, business succession, key executive protection and bonus plans.

  • Executive Benefit Plans
  • Business Succession Planning
  • Qualified Retirement Plans
  • Qualified Plan Implementation & Administration
  • Key Person Protection Plans
  • Profit Sharing Plans
  • Risk Management Strategies
  • General Insurance
  • Group Employee Benefit Plans (Group Life, Group LTD)

401k and Keogh Plans – Implementation and Administration
We design the program especially for your individual business needs - from structured programs to open architecture.

Key Person Protection Protect your business from the loss of income and profits due to the death of a key employee.

Business Succession Planning We’ll help develop a plan that can fund a buy-sell agreement or stock redemption plan to enable a partner or group of employees to buy the business interest of a deceased partner or stockholder.

Executive Benefit Plans Find out how to create executive bonus plans to reward and retain top executives at your company.

Employee Benefits We design and administer employee benefit plans including 1081.01 & Keoghs.