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.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Your credit score may influence how much you pay for auto and home insurance.
Learn when it may not make sense to file a claim on your home insurance.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
For some, the social impact of investing is just as important as the return, perhaps more important.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to compare the future value of investments with different tax consequences.
This calculator will help determine whether you should invest funds or pay down debt.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess whether you are running “in the black” or “in the red” each month.
There are a number of ways to withdraw money from a qualified retirement plan.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Understanding the cycle of investing may help you avoid easy pitfalls.
How do the markets usually react to elections? Was the 2016 election any different?
What does your home really cost?
Even low inflation rates can pose a threat to investment returns.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.