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At Royal Rock Wealth, we specialize in offering a comprehensive range of insurance products and strategic financial planning services. We prioritize understanding the intricate relationship between insurance and financial strategy, which is essential for both individuals and businesses.
Our dedicated team is here to help safeguard your assets and enhance your financial health. Whether you need personal insurance solutions or business risk management, we empower you to make informed decisions. Our comprehensive professional services are organized into four key categories:
Regardless of which service you choose, you can be confident that it will be tailored to your specific financial needs. We prioritize personal attention to ensure that we provide the most appropriate advice, helping you effectively achieve your objectives. Book a consultation with our experienced insurance advisor today. We offer our services in Metro Vancouver and beyond.
Royal Rock Wealth handles a variety of financial related services:
Involves using a life insurance policy with high cash surrender value as collateral for a line of credit at a bank, or investors can capitalize on an insurance contract by paying premiums that exceed the insurance cost. Upon the death of the insured party, the funds can be passed onto the beneficiaries on a tax-free basis, substantially decreasing estate taxes throughout the process.
As your trusted insurance advisor in Metro Vancouver, we believe in a holistic approach to planning that considers all your financial and personal needs—from managing your money and accumulating wealth to leaving a lasting legacy. We take the time to understand your unique background, wealth accumulation goals, and personal values, ensuring that every aspect of your financial journey is addressed.
Succession planning is a common concern for many founders who own a sizable stake in their company and continue to be closely involved in the day-to-day operation of the business. Succession planning involves a plan to pass on ownership stake and leadership role of a company to the next generation or another party.
Primary concerns of succession planning typically revolve around tax liability and the ability to continue operations with minimal disruption upon the departure of the current owner. Insurance can provide additional safeguards for all parties when planning for the untimely death of one of the co-founders of the business.
Royal Rock Wealth will help you determine which insurances are necessary to protect you and your family against life’s unexpected events and allow you to live with peace of mind and the knowledge that you are well covered if anything untoward occurs.
There are a wide variety of insurance policies offering coverage.
Honest advice, expertise and out-of-the-box thinking forms the core of Royal Rock Wealth and our ability to deliver best-in-class financial advice for our clients.
My team and I are happy to discuss and learn more about how we can help you build and preserve wealth.
At Royal Rock Wealth, our team of experienced insurance advisor in Metro Vancouver is dedicated to providing exceptional service tailored to your unique financial needs. With our extensive expertise in investments, insurance, estate planning, and tax strategies, we are well-equipped to guide you in making informed decisions.
Whether you have questions, want to explore our insurance services, or are ready to schedule a consultation, our experienced team is here to help. Reach out to us today.
730 – 6388 No.3 Road,
Richmond, BC V6Y 0L4
300 – 4940 No.3 Road, Richmond, BC V6X 3A5
1128 W Broadway #202, Vancouver, BC V6H 1G5
© 2022 Royal Rock Wealth