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Rockdale Financial Services, Inc.
       
 
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Rockdale Financial Services, Inc.
 
 
Overview: 

Our Services

We advise individuals and businesses in all areas of financial planning, including:

   Retirement Planning
   Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
    
   Tax Management
   Making sure you don't pay a penny more than the law requires. Looking for ways to reduce your current and future tax burden. Referring you to qualified tax specialists.
    
   Estate Planning
   Reviewing your wills and trusts. Preserving your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
    
   Risk Management
   Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
    
   Education Funding
   Recommending investment and accumulation strategies to help you pay for your children's education.
    
   Investments
   Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.
    
   Employee and Executive Benefits
   Helping your business attract and retain qualified employees through benefit packages.


 
 
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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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