Issues surrounding retirement can get complicated, and advisors can sometimes make them more so. Our job is to make your retirement transition as smooth and simple as possible. We interpret the ins and outs of the retirement process and financial marketplace and we explain how they affect you.
It is important that you feel completely at ease with the decisions we make together, and we believe understanding the process is essential to your peace of mind. We take the time to get to know you, your concerns, your goals, and your expectations.
You need to trust the people who manage your money. As individuals, we live by our principles and it shows: at work, at home, at church, and in our community. As a Registered Representative offering securities through Geneos Wealth Management, Inc., a registered Broker/Dealer, member FINRA/SIPC, we built our reputations as leaders in retirement transition and Individual Retirement Account (IRA) rollover strategies at Exxon, Shell, Lyondell, Lubrizol, and many others. We are regarded as experts in the complex rules regarding lump sum investments, IRA rollovers, and retirement plan distributions – that’s important to us. What matters most to us is that our clients know they can rely on us.
We realize that the decisions you make impact your life, and we don’t take that lightly. We provide our clients with solid, personalized investment planning targeted to your needs. Our relationships with clients last a lifetime, so it’s imperative that we work together. At Rockwell Wealth Management, we’re proud of our clientele. We build lasting relationships from our personalized counseling, and we wouldn’t have it any other way. That’s why our first step toward helping you realize your goals is communication. We listen.