At our firm, we offer retirement planning, investment management, and tax planning services to help you maximize your money and retire with confidence. We understand that everyone's journey is unique, and we're here to take the guesswork out of creating a successful retirement plan tailored just for you.
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A scheduled call to get to know each other to see we are the right fit. What the client is trying to accomplish, financial situation, pain points. Complimentary fee and service analysis if working with current advisor
This part expands from the introduction call to discover the actual goals the client is trying to accomplish while also getting a better idea of the client's current financial picture. This step involves collecting all important financial data, like existing account balances and statements, inactive employer-sponsored retirement plans, insurance policies, and current cash flow details.
Income analysis allows us to optimize the retirement planning for our clients. It presents a lot of different opportunities that present potential tax savings today and during retirement. This allows the client to maximize their income tax efficiently as possible and gives them a much clear picture on the entirety of their retirement.
Investments are the vehicle that will get the client to their goals. Every client has a different case to get to their goal, and will customize a recommended portfolio using the right asset mix in the most tax efficient accounts.
Everyone has worked hard to get to this final step. We want to make sure that everyone is protected and that their assets are handled if something tragic were to happen. We have close relationships with Estate Attorneys that will make sure that our clients' estates are handled correctly.
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Brad is a seasoned Certified Financial Planner™ professional and the founder of Capital Rock Wealth Management. Capital Rock Wealth Management was created with the belief that every individual deserves a customized financial plan tailored to their unique goals and aspirations—far beyond the one-size-fits-all advice that has long dominated the industry.
You (and your money) deserve more. So we built a business to give you the advice & guidance you need, without breaking the bank:
Personalized planning & service
Unbiased financial advice
CFP® Professional
Fiduciary
Personalized, comprehensive planning
Portfolio creation and analysis
No minimum asset requirements
Unlimited service & ongoing advice
Generic planning
Generic financial advice
Not always a CFP®
Not always a fiduciary
Not always comprehensive financial planning
Basic, high-fee products
High asset minimum requirements
1-2 touchpoints per year
