Rockport Wealth Advisors
Our independent business model ensures we have the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as we stand behind you to help you pursue your financial dreams, we have teams standing behind us and supporting our business. These firms also strengthen our relationship with you by providing the resources we need to better serve you. We think it’s important for you to know who these partners are and why we here at Rockport Wealth Advisors have chosen to work with them.
Products & Services The tools, the planning and with 58 combined years, the experience. We offer advice on everything from 401(k)s to IRAs to golfing. And yes, really, golfing. Financial Planning Financial Products and Services for Individuals and Families Rockport Wealth Advisors offers a comprehensive range of products and services to meet your unique needs to help you achieve your financial dreams and goals. Wealth Management Strategies College Education Funding IRA Rollovers Mutual Funds Retirement Planning Variable and Fixed Annuities Traditional and Roth IRAs Protection Strategies Life Insurance Estate Planning Long-Term Care Insurance Paycheck Protection with Disability Insurance Business Planning Rockport Wealth Advisors offers business owners an opportunity to talk about how they want to grow, protect and reward their key employees. Then, together, we work with you to come up with a plan to help you reach those goals. Tax Qualified Retirement Plans 401(k) Plans Profit Sharing Plans Defined Benefit Plans SIMPLE IRA Simplified Employee Pension (SEP) 403(b) Plans Business Continuation Planning Buy/Sell Agreements Business Owner Succession Planning Disability Buyout and Overhead Insurance Key Employee Insurance Deferred Compensation Plans
Address: 14650 Detroit Avenue, Ste 430, Lakewood, OH 44107 USA
Phone: +1 216 226 4560
FAX: +1 216 226 4570
