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
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
LGBTQ people are subject to unique stresses that affect how they feel about their financial future.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Make a plan to take these risks off the table.
Financial vampires can take a lot out of you, are there any in your life?
You work hard. You deserve a vacation, whether you go with family or friends or go solo. But what happens when your budget starts spiraling out of control? Here are five strategies to keep your dream vacation from turning into a nightmare.
Americans are living longer. But will your money keep pace? Discover retirement planning strategies to keep you covered.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your capital gains tax.
This questionnaire will help determine your tolerance for investment risk.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Do you have causes that you want to support with donations?
It’s never a bad time to speak with your financial professional about changes in your situation.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.