Rockcrest Financial LLC

RockCrest Financial is a comprehensive financial planning firm based in Somers Point, NJ. As your Personal Financial CEO, they offer a range of services including financial planning, tax strategy, estate planning, investment management, and risk reduction strategies. Their goal is to help clients achieve their retirement goals by creating a comprehensive financial plan that reflects their values and provides accountability. With a flat fee structure and a focus on coordination and simplification, RockCrest Financial aims to put clients' entire financial house in perfect order and keep it that way for the long term.

With expertise in investment management, RockCrest Financial also helps clients protect their principal from market volatility and plan for rising healthcare expenses. They work with subject matter experts and coordinate with other advisors to ensure a holistic approach to financial planning. By regularly reviewing and adjusting clients' plans, RockCrest Financial acts as a fiduciary and helps clients stay on track towards their financial goals. Whether it's creating a custom tax strategy, crafting an estate plan, or providing guidance on healthcare choices, RockCrest Financial is dedicated to helping clients make informed decisions and achieve financial peace of mind.

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