A Common Sense Approach to Retirement Planning...
Whether you are early into your retirement years, or have up to ten years to celebrate your last day at work, you are making decisions today that will affect the rest of your financial life. Will you be able to maintain your lifestyle in retirement?
Those that have faithfully saved and built a substantial nest egg will have the responsibility of creating their own retirement paycheck from those resources. Will that paycheck last as long as you do? How can you best use and protect your income resources? What if chronic health issues arise?
How do you address these and other financial concerns? If you insure your home and auto, why would you not insure your retirement income and financial assets when you need them most?
We hope you will find the information and education at our web site informative and helpful. Take advantage of our Common Sense resources and experience to help you build a financial future that will take you to the finish line.
Meet Jason Rockman, RICP®
As a Wealth Advisor, I recognize there are many forms of wealth beyond financial. At Common Sense Financial Group, I focus on the relationship with people that honor me each and every day by asking me to help with their financial planning needs. These relationships are the foundation of my business and the reason I am committed to my clients.
I have been helping clients and other financial professionals for more than 25 years and obtained my RICP® designation (Retirement Income Certified Professional) from the American College of Financial Services. My commitment to on going education and staying well informed regarding current financial topics helps me better serve my clients, other financial professionals and my community.