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.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Ascertaining the value of your business is important for a variety of reasons.
Lifestyle considerations in creating your retirement portfolio.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
This worksheet can help you estimate the costs of a four-year college program.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
It's important to understand how inflation is reported and how it can affect investments.
This calculator demonstrates the power of compound interest.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What is your plan for health care during retirement?
Here’s a crash course on saving for college.
What are your options for investing in emerging markets?
There are hundreds of ETFs available. Should you invest in them?