RockCrest Financial LLC

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Financial Planners, Annuities & Retirement Insurance Plans, Investment Advisory Service

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(856) 694-3288Call Visit WebsiteVisit Website Map & DirectionsDirections3288 Delsea Dr Ste AFranklinville, NJ 08322 Write a ReviewWrite Review

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Extra Phones: Office: (856) 694-3288
Other Link: Retirement Planning & Investment Management
Categories: Financial Planners, Annuities & Retirement Insurance Plans, Investment Advisory Service, Investment Management, Retirement Planning Services

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Phone: (856) 694-3288

Address: 3288 Delsea Dr Ste A, Franklinville, NJ 08322

Website: Retirement Planning & Investment Management

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RockCrest Financial LLC

Tax Services
Roth IRA
Having a high level of income has it rewards, except in the case of being able to make Roth IRA contributions, where you may be either partially or entirely phased
Income Tax

Investment Management
Our Solution: Most people realize that investing for the income withdrawal stage of retirement, is different than the pre-retirement accumulation stage. We have an expertise in investment management that allow us to create a well-allocated, diversified portfolio that is is designed to help grow your assets in good times and protect principal and gains in bad times. You don’t want to outlive your money, so our income plans take a unique approach to help keep the income you need over the short term stable, allowing us to focus on the long term growth of your income stream and assets. We also use third-party investment managers when appropriate, to provide different strategies in your overall portfolio.
Mutual Funds
I was born in Pennsylvania, but grew up in Cinnaminson, New Jersey. In sixth grade history class, we had to pick a stock, look up the price in the newspaper daily and chart it for one month on graph paper (yes, before the internet and computers!) From that point, I was hooked on investing! As soon as I started college, I began investing in mutual funds, and then stocks. Eventually, I began trading options and commodities.

Accounting Services
Payroll Services

Financial Planning
Although we have always done a combination of financial planning and investment management for many of our clients, in 2021 I thought a lot about the vision of RockCrest in the financial services industry for the next decade and beyond. I thought extensively about what was wrong with our industry and how we could potentially do it better. What I envisioned was that an advisor should actually become the client’s Personal Financial CEO providing Comprehensive Financial Planning in all five areas of personal finance: financial planning, tax strategy, estate planning, investment management and strategies to reduce risk. We provide comprehensive, written financial planning in all five of these areas, and work with clients other professionals to make sure the overarching plan is meaningful to the client’s values and goals, coordinated appropriately, simplified as prudently possible, and that each party is held accountable for their piece of the planning.
Retirement Planning
Steven has been quoted in TheStreet.com, DailyNurse.com, NerdWallet and The Stir on topics ranging from college and retirement planning to teaching kids about money.
Long Term Care
Our Solution: We help you make better choices about healthcare issues and costs as your health, and financial needs, change throughout retirement. From helping evaluate Medicare options, to showing you innovative ways to cover rapidly rising long term care expenses, we are here to help minimize the impact that future healthcare costs will have on your income plan and retirement lifestyle.
College Funding
Although I have been a financial advisor since 1999 (hard to believe it’s over two decades now), my first profession as a pharmacist guides the way I practice financial planning and investment management. So, I tend to view RockCrest Financial’s practice as a way to keep clients’ financial lives “healthy.” We do that through common-sense planning... helping you create financial independence throughout your life, from retirement independence and income planning, to college funding and financial aid strategies. Our investment management services can help execute the strategies you need to reach your goals, at a level of risk that should allow you to “sleep well at night.” The goal, again, is to keep you financially healthy.

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