Rockwell Financial LLC

I help to keep stability in daily life and prevent financial ruin to families that live with the devastating effects of a loved one with a chronic illness

Certified in Long Term Care

We concentrate in;
 - Long Term Care planning and protection of assets.
 - Retirement Income using various long term care strategies including 
 - Life Insurance strategies 
 -Small business planning (health,benefits,Buy-Sell)

We have expanded our practice to also concentrate on Work and Association benefits of Long Term Care, Health insurance and other voluntary benefits as Aflac and Colonial products including disability, hospital , cancer and critical illness coverage. These voluntary products provide benefits to employees and members at a discounted price. There is No cost to employer as the benefits are paid 100% by the employees.

Owner

Starting Point

BOARD MEMBER

NAWBO National

member

IBA - Independent Business Alliance

Founding Board Member

MetLife

Investment Advisor/Insurance agent

Charles Schwab

Investment Advisor

CERTIFIED IN LONG TERM CARE
Partnership Certified for Long Term Care


STRATEGIC PLANNING

SMALL BUSINESS PLANNING - BUY-SELL LIFE and DISABILITY

HEALTH INSURANCE 

EMPLOYEE BENEFITS

LIFE AND DISABILITY

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