About Bob and R&S Financial

Bob Rockett Jr. is the owner of R&S Financial.

Bob Jr. and his wife Ann live in Lebam where they are raising their four children.  Bob graduated from the University of Washington, where he was a four-time All-American in the javelin and record holder at 287' 6".  He began working in 1988.  Bob focuses on asset management*, life insurance, long term care insurance and retirement planning.

SERVICES OFFERED:

  • Estate Planning
  • Business Continuation
  • Executive Benefits Plan
  • COLI and BOLI
  • Non Qualified Plans
  • Retirement Planning and Distribution
  • Charitable Giving Strategies
  • Wealth Accumulation Strategies
  • Asset Management*
  • Fee Based Financial Planning*

PRODUCTS OFFERED:

  • Life Insurance
  • Annuities  (Fixed and Variable#)
  • Long Term Care Insurance
  • Mutual Funds#
  • 529 College Savings Plans#
  • Money Market Funds#
  • Brokerage services#
  • Disability Insurance

MISSION STATEMENT:

It is the mission of R&S Financial to give our clients the ultimate security and peace of mind that comes with knowing that they are in control of their financial  future.  Our clients have the means, desire, and discipline to work towards this goal.  We envision ourselves as a resource to our clients in helping them realize their immediate goals and achieve their long-term goals.  Our code of ethics is to base decisions on sound knowledge and experience in the financial environment.  Most importantly we are grounded in our unwavering integrity.  Our process involves helping our clients to visualize their needs and crystallize their goals.  We work with them to help develop strategies that allow them to manage what they have and need now, build and expand upon what they accumulate and ultimately protect and preserve all that they have worked for.

 

* Investment advisory services provided through Eagle Strategies, LLC, a registered Investment Adviser

#Securities products offered through NYLIFE Securities LLC, member FINRA/SIPC, a Licensed Insurance Agency

 

 

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