Your Wilmington Delaware Financial Advisors
We collaborate with families and small businesses nationwide to efficiently manage finances over multiple generations.
Fiduci-what!?
It’s simple — we have structured our business so that we ALWAYS act as a fiduciary and in your best interest. People are often surprised to learn that most financial planners are limited to when they act as a "fiduciary" and not through the entire advisor-client relationship. For these advisors their primary obligation is to the firm; their secondary obligation is to their client.
At Rockford Financial Planning, it is our job and responsibility to get you and your family access to the best services and resources available in the industry, regardless of where they are housed.
Our services work best for those who:
1. Recognize the benefits of utilizing and are interested in partnering with professionals who will work with you over time.
2. Understand that everyone has unique circumstances; following conventional wisdom will work often, but not all the time.
3. Believe in a long-term strategy that utilizes low-cost investments, is globally diversified, tax efficient and coordinated with a financial plan.
2. Understand that everyone has unique circumstances; following conventional wisdom will work often, but not all the time.
3. Believe in a long-term strategy that utilizes low-cost investments, is globally diversified, tax efficient and coordinated with a financial plan.
Why Rockford Financial Planning?
Fiduciary - Commission Free - Certified Financial Planner (CFP®)
