What We Do
The Client Experience
As a financial planner in Utah, we are called upon to deliver a variety of services along the spectrum. The table below captures the main features of the client experience.
In-house help, direct from experts.
You need real expertise and experience, and that’s what you’ll get with our team. You’ll work with CERTIFIED FINANCIAL PLANNER™ professionals. Your investments will be managed in house, so you’ll work directly with your advisor.
Your investments outsourced to someone you never meet.
Many advisory firms are outsourcing investments to help boost firm profits, but we don’t. While it might help the firm, it’s not good for you.
Comprehensive help including tax strategies.
Most advisors don’t do much to save you on taxes, but freeing up money that way is the easiest option to save more for your future. At Rock House, we’re always looking for tax saving opportunities for you, including estate planning strategies. We’ll coordinate with your accountant and attorney, too.
Leaving taxes out of the equation.
Most advisors don’t provide tax or estate planning help, other than some general direction. If they don’t use their knowledge to help you come up with strategies, you’re losing out on opportunities to save money. Or, you’re left to try to coordinate it all with your accountant and attorney (at your additional expense).
Truly personalized advice.
You are unique and so are your goals. That’s why everything we do is customized for you. We build a personalized financial plan that is tailored to your needs, not to the average person’s.
In our experience, general financial plans provide very limited benefit. These often can leave you taking too much risk, too. Your future is too important, so you’ll do better with customized help.
Your future is too important to be subject to a learning curve. That’s why we only use time-tested strategies and processes. While it’s not instant, this is what can help you create wealth that lasts….and sleep soundly at night.
The next big thing.
We’re not here to help you invest in Bitcoin or any “hot” sector. Instead, we focus on using strategies well-supported by historical data, so you can make steady, consistent progress towards your goals.
The Rock House team has the experience and credentials to help you deal with your biggest financial challenges. But even more importantly, we are independent and fee-only, so there’s no sales…only good advice.
We act as your legal fiduciary, meaning we put your interests first. Instead of product sales, you’ll get true advice.
And unlike many other firms, we’re completely fee-only. This reduces our conflicts of interest.
What’s the most important thing to expect from working with Rock House Financial?
Feeling in control of your money and your future.
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