Rock House Financial
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. We are here to help you make these complicated choices
We provide unbiased, personal financial services for your unique circumstances and always with your best interests at heart. Our depth of knowledge and experience allows you to make informed decisions to best help you reach your goals and avoid unnecessary tax burden. In every aspect of our planning, we are looking for more ways to save you money wherever possible. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client. Don’t let circumstances make decisions for you. We help you proactively determine the best path before you reach the important crossroads in your financial future. Because at Rock House Financial, the only economic indicators that matter are yours. Our Services Investments Asset Allocation Retirement Planning Financial Planning Business Succession Planning Charitable Giving There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation. Products and services include: 401(k) retirement plans and Individual Retirement Accounts* 529 qualified tuition plans Annuities* Mutual funds* Group retirement and savings plans* Simplified Employee Pension Plans* Qualified Retirement Plans* Other retirement savings plans designed specifically for employee groups Life insurance Long-term care, disability and critical illness
Address: 630 N Main Street, Farmington, Utah 84025, USA
Phone: +1 801 447 4200
FAX: +1 801 447 4201
