Start ruling over your money

Get advice for your adventure

 
 
 
 

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:

 
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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:

  1. Serve with your best interests in mind

  2. Offer competent advice

  3. Educate you so you feel confident in your next decisions for your financial future

Schedule a free consultation or download a free resource today. Let’s establish your plan.

Life is too short to worry about money. Get advice for your adventure and start ruling over your money today!

 

Download

Free eBook

 
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“Mapping Your Adventure: Simple Tips to Start Ruling Over Your Money.”

Tell your money where to go. Make it work for you. Take risks only where you can afford to take risks and manage the ones you can manage. In this eBook, I explain concepts and list considerations regarding financial planning, investing, and insurance. I’ve included separate chapters for those that are in their working years, for those who are business owners, and for those that are nearly-retired or retired. Become empowered to start ruling over your money today!

How to work with us:

 

1

Free Consultation

 
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2

Establish a Plan

 
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3

Journey with Confidence

 
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Rule over your money!