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
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Saving on Subscription Service Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Rightsizing for Retirement
What does your home really cost?
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
An amusing and whimsical look at behavioral finance best practices for investors.