Working with Financial Planners

At Rockin' Finance we are educators and finance advisors. We work extensively with financial planners, CPAs, and attorneys in helping with client education. A note to our fellow planners:

• We do not engage in the business of investing client's funds and are not an SEC IA Firm.

We are not your competition! We wish to maintain our independence and integrity by keeping our focus on education and advising.

We are affiliated to Life's Business Tax & Consulting Services, Inc. which provides tax preparation, planning and advice. Please see descriptions under the services tab on our home page.

Many of our clients are do-it-yourselfers. Some need a planner to work with on a regular basis. We only work with planners who uphold the highest standards of ethics! We refer clients who need a financial planner based on our belief that you and the client would make a suitable match.

If you would like to discuss setting up an educational seminar for your existing clients please call to discuss our professional group rates. We would love to work with you and your clients!