Who We Are
With more than 60 years of experience, we have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation. We have the knowledge and skills of a big Wall Street firm, but are able to maintain personal relationships with our clients in over 20 states.
What We Do
At Rockport Wealth Advisors, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
How We Operate
What makes Rockport different from other firms is our commitment to helping clients achieve their financial goals through planning and a risk-managed investing approach.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Bonds may outperform stocks one year only to have stocks rebound the next.
Second marriages are a trigger event to revisit any existing estate strategies.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your capital gains tax.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Agent Jane Bond is on the case, cracking the code on bonds.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Here is a quick history of the Federal Reserve and an overview of what it does.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Taking your Social Security benefits at the right time may help maximize your benefit.
If you died, what would happen to your email archives, social profiles and online accounts?