Our comprehensive, professional services can be divided into four key service categories.
No matter which service or services you require, you can rest assured that they are custom-made for you and your particular financial and wealth-related requirements. Our clients are given our personal attention to ensure we provide the most appropriate advice and help you achieve your objectives most effectively.
The four key service categories we offer are:
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.
Holistic planning takes into consideration every financial and personal need from managing your money to accumulating wealth to leaving a legacy. Advisors that take this approach, understand your background, wealth accumulation goals and personal values.
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, and these include:
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.
Your path to a more secure financial future is only a phone call away. To get started, fill in the contact form or call at 778-288-1587. we can get to know each other through an in-person or virtual consultation.