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 UsHelpful Content
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 Proud
LGBTQ people are subject to unique stresses that affect how they feel about their financial future.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Infographic: Risks at Retirement
Make a plan to take these risks off the table.
Do You Have Financial Vampires in Your Life?
Financial vampires can take a lot out of you, are there any in your life?
5 Ways to Control Your Vacation Budget
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.
Five Ways to Help Make Your Money Last Longer
Americans are living longer. But will your money keep pace? Discover retirement planning strategies to keep you covered.
View all articles 
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
View all calculators
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
View all presentations
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
What You Need to Know About Social Security
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.