Who I Am
As an independent financial advisor, I am committed to offering complete objectivity and unbiased advice to successful families.Learn More
What I Do
I offer a full range of investment services and have access to a wide array of solutions. I handle whatever life brings your way to bring you peace of mind.Learn More
Why I Do It
I enjoy building long-lasting relationships with my clients, offering ongoing education, and platinum service for the sake of the ones they love.Learn More
Understanding Our Investors
At Solid Rock Financial Planning, we strive to help qualified investors maintain and grow their financial assets through deeply personalized service. By truly listening to our clients, we help them meet their goals, mitigate risk during volatile markets, and plan a financial legacy to bless generations into the future.
Providing unparalleled service, Solid Rock Financial Planning is not just your advisor, but is your solution for a more secure financial future.Contact Us
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Lifestyle considerations in creating your retirement portfolio.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Try these activities to keep your brain sharp.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Investors seeking world investments can choose between global and international funds. What's the difference?
It's easy to let investments accumulate like old receipts in a junk drawer.
Making the most of surprises is a great reason to work with us.
For women, retirement strategy is a long race. It’s helpful to know the route.