What we offer
Tax & Estate Planning
Tax laws are constantly evolving and become more complex each year. This could result is missed savings if you don’t have the right team behind you. We offer in depth analysis into your taxes, identify opportunities and maximize your returns. We examine potential tax gaps between your intentions (your will) and your existing estate plan, while incorporating innovative insurance strategies to protect your health.
Group Health Benefits
Why pay for pre-packaged health benefits? Half of which you won’t even use. We offer a completely unique approach that’s tailored to your needs. Whether it’s health benefits for your family or business, we will build you a custom benefits package. We will consult with you and understand your basic needs. In the end, you will only pay for the benefits you need and want. Never overpay for health benefits again.
At Rockfield Financial, we value your time, money, and philanthropy. We have a comprehensive strategy for how you can reduce your tax burden, while at the same time increasing philanthropic contributions. Leave a positive impact on the world while maintaining a financially sound portfolio.
At Rockfield Financial, we protect and expand your wealth. You can be rest assured that our team of experts will carefully analyze your unique situation and build a plan that works. Having piece of mind is priceless. And we work diligently to make sure your hard work turns into many years of stress-free living for you and your loved ones.
What are your dreams and goals in life? Whether it’s travel, spending time with family, collecting cars or other hobbies, we help you achieve your dreams and live life to the fullest. We pride ourselves in bringing a personal approach to financial and life planning. As we learn about you and your spending, we’re able to put a strategy together that works for you
A Personal Meeting
The process starts by learning about your unique financial situation, needs and goals to be able to set the foundation of your financial strategy.
We will map out an individualized financial plan that’s suited to your unique needs.
Tailoring Your Strategy
We carefully craft a solution tailored towards you, this is the fine tuning process of getting the plan, concept, and strategy that you need.
Once the plan is in place, we will begin the vetting process. This includes risk assessment and background research, prior to submitting to any carrier.
We will work away to get your final agreement prepared for review, while you sit back and relax.
Our office is in constant discussion with you over the year as the industry changes.
MD – Co-founder and CEO of Maple
Dr. Jory Simpson
Surgical Oncologist, St. Michael’s Hospital
Sage Advisory Corp.