Protecting And Growing Your Wealth For The Future - Discover RPGA Essential

RockPort Global

Financial & Income Planning

Our goal is to help our clients successfully navigate the investment landscape with confidence to both achieve and solidify their financial and income goals.

What does financial planning involve?

This often means guiding ourselves through difficult conditions, like turbulent market seasons, when everything feels unsettled and uncertain. As we go through those inevitable phases, we want our clients to have a high sense of calm and confidence in the plans we’ve established for them.

What is the planning process?

Our clients go through a process addressing each client’s individual needs. We take the time to clarify specific goals and priorities as well as determine where each client currently stands on their way toward achieving those goals. This process allows us to develop the most appropriate strategies given the critical details of each client’s time horizon, assets, risk tolerance, tax status, legacy desires, and more.

Rockport global

Estate Planning

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.

What is an effective estate strategy?

An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

Rockport global

Insurance & Annuities

Life insurance has come a long way since it began around 1600. Today, life insurance can play a crucial part in many household plans.

What can life insurance be used for?

You can use it to leave income to your heirs, supplement your own retirement income (tax free if properly structured), pay off your mortgage, provide for your children’s education, and simplify the transfers of assets. Life insurance can also be used to replace wealth due to the expenses and taxes that might follow a death or enable a gift to your favorite charity.

What are annuities for?

Annuities are designed to meet long-term goals that are guaranteed, such as retirement and the earnings typically accumulate tax deferred. For more information about life insurance and annuities and how they may apply to your individual financial situation, please consult our financial representatives.

Rockport global

Investment Strategy

Investing should be easy – just buy low and sell high – but most have trouble with that simple advice due to changing market conditions.

Why should you have an investment strategy?

There are principles and strategies that can enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare investors.  We are happy to take you through our process.

Rockport global

Tax Strategy

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be mitigated, deferred, re-captured and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

What can RockPort Global do for me?

Working as a team, our collaborative approach allows us to analyze our clients’ circumstances from all angles.  Our individual strengths and experience combine to bring our clients a distinct advantage. As believers in synergy, we regularly partner with the best professionals we can find, including yours. We are not tax professionals, attorneys, or trust officers but work together with them toward helping you.