FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
Manage Your Risk
How do you measure the level of risk to which your investments are exposed? Not sure? Contact us for a free Portfolio Risk Review. You should know what you are risking.
Estate Planning 101
How much of your estate will you leave behind? What should your adult children know about your financial life and when? That conversation should bring your family and legacy together, not tear them apart. Let us help you.
Understanding Social Security
We all have questions about social security. Will it be there when I need it? When should I begin using my benefits? What about my spouse? Can I continue to work? What about Medicare? Let us help you develop a plan.
Retirement Income & The Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
We create financial strategies tailored to your goals
I founded Big Rock Wealth Management so that I could provide my clients with a “Plan” based solely on their goals and their desires; a plan for a life of imagination, travel, joy and philanthropy. A life well lived with family and friends. A life where money is a tool, not an end unto itself. A life where money enables, and does not restrict. At the end of the day, isn’t that the real goal?
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.