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.
We can help you address:
· Investing principles and strategies
· Retirement investing and distribution strategies
· Estate conservation issues
· Risk management analysis
We also can answer your questions, including:
· Can I retire early?
· Are my investments working hard enough?
· What’s a good approach for college savings?
· What are the elements of a sound estate strategy?
· Do I have enough life insurance for my family?
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At Rockport Wealth Advisors we help clients navigate through the five major stages of their financial life.
- Young adult finishing education and getting first job
- Early family and/or first home
- Wealth builder
- Pre-retiree and retiree
- Mature life and estate planning