Rockford Financial Planning
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.
We collaborate with families and small businesses to efficiently manage finances over multiple generations.
Our services work best for those who:
- Recognize the benefits of utilizing and are interested in partnering with professionals who will work with you over time.
- Understand that everyone has unique circumstances; following conventional wisdom will work often, but not all the time.
- Believe in a long-term strategy that utilizes low-cost investments, is globally diversified, tax efficient and coordinated with a financial plan.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.