How We Help

Fee-Only, Comprehensive Advice for Better Financial Decisions and Fewer Worries

Are you trying to figure out how to pay back student loans, save for your kid’s education and fund your 401(k)?

Want to build wealth while educating your children and buying a home?

Desire to preserve your wealth while caring for aging parents?

Struggling with boomerang kids while evaluating an early retirement offer?

Whatever your current situation, worrying about finances impacts your life and relationships.  I can help you make  decisions to make the most of what you have and build a secure future.

The Wealth Retainer:  A Better Approach to Financial Planning

Our comprehensive financial planning is a process, not an event.  We focus on your goals and integrate all areas of your financial life.  We recognize how your beliefs and attitudes impact your financial decisions and make adjustments as your circumstances change.

View our comprehensive, integrated process

As a fee-only financial planner, I sell no products and receive no commissions.  Instead, you pay  an annual retainer that covers all our year round meetings.  You have full access to me at no additional charge.  Whenever you have questions or your circumstances change just call me.  Knowing in advance exactly how much you are paying for advice and understanding that I put your interests first brings you peace of mind.

Rorik offers a no-cost, no-obligation initial consultation to learn more about how we can help you make the financial decisions that lead to financial independence.

Contact Rorik
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