4801 East Independence Blvd, Suite 1003
Charlotte, NC 28212

Bill Storck

(704) 566-0373

 
Where Is the Market Headed? Social Security: By the Numbers Retiring the 4% Rule Raise Your Retirement Income

Providing Solutions for the #1 Concern Facing Retirees - Running Out of Money

Welcome, I’m Bill Storck, a Financial Consultant with Rock Financial Services based in Charlotte, NC covering the Carolinas and Florida. We understand that individuals face daunting and unique challenges as they prepare for retirement. At Rock Financial Services, we can help take the mystery away by showing you a simple and sensible process to follow that can reduce your concerns and anxieties. Therefore, if you are concerned about running out of money in retirement or whether your spouse will have enough income when you die we can provide solutions that take the anxiety away.

At Rock Financial Services we have years of experience in financial services. We can help you address your needs of today and for many years to come. At Rock Financial Services we look forward to working with you prior to retirement and while you are in retirement. Please call (704) 566-0373 to have your current retirement and/or income plan reviewed.

 

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Required Reading: The Economic Report of the President

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Regardless of how you approach retirement, there are some things about it that might surprise you.

The Good Ship IPO

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Should You Choose a Fixed or Variable?

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Healthcare Costs in Retirement

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Federal Income Tax

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Home Mortgage Deduction

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The chances of needing long-term care, its cost, and strategies for covering that cost.

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Investment tools and strategies that can enable you to pursue your retirement goals.

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The Rule of 72

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Recent changes in estate tax laws could affect the strategy you have in place.

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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