Life is too short to worry about money.
Don’t let worry run your life. Live your adventure.
We want you to find peace of mind
As Financial Planners:
We have tools to help you plan efficiently and effectively.
As Investment Advisors:
We will position your investments according to your risk tolerance and timeline.
As Independent Insurance Agents:
We know when to recommend life insurance, annuities, disability insurance, and long term care insurance to manage the risks.
You look out for others’ best interests.
You can expect the same from us.
Eric Biddle, CFP® is proud to be a member of these professional organizations:
Rockpointe Financial is a Registered Investment Advisor. We are bound to uphold a “fiduciary standard” and do what is in the best interest of our clients. We wouldn’t have it any other way!
Advice for your Adventure
You’ve made wise decisions and worked hard for the resources you’ve acquired. You want to be a good steward as you face the unknowns in the financial journey ahead. You recognize that the next important step for you is to select a financial advisor that will:
Serve with your best interests in mind
Offer competent advice
Educate you so you feel confident in your next decisions for your financial future