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Financial Planning is a collaborative process that helps maximize a Client’s potential for meeting life goals through Financial Advice that integrates relevant elements of a Client’s personal and financial circumstances.

At Roccaforte Financial Strategies, we work with individuals, families, and business owners in Southeast Texas, as well as across the nation. We believe it’s critical to address all elements of a client’s financial picture and, as a result, we offer a wide range of services that tie together into one comprehensive strategy.

Financial Planning

Preparing for the future can be a heavy burden. A financial plan, however, may alleviate some of the stress. Within financial planning, we assist with:

  • Retirement Planning
  • Tax Planning
  • Risk Management
  • 401k Planning
  • 403b Planning
  • College Planning
  • Estate Planning
  • Charitable Giving


We can help you evaluate insurance options and determine appropriate solutions based on your situation and future needs. We can offer:

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance