Broker Check

Where do you want to go? We'll get there, together. 

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

<p>The Long Run: Women and Retirement</p>

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.
Learn More
<p>Estate Management 101</p>

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Learn More
<p>Jane Bond: Decoding Diversification</p>

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Learn More
<p>Is a SEP-IRA Right for Your Business?</p>

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Learn More

Our Story 

Rockgate Financial Partners is a wealth management firm that aims to meet the needs of consumers who want independent, objective financial advice. We provide our associates with unique platforms and continuous support while establishing relationships and building trust.

At a time when the industry as a whole has migrated away from its commitment to the career agency system, we are dedicated to helping in growing and supporting individuals seeking a career in the financial services industry.

Rockgate Financial Partners evolved from a rich tradition of outstanding insurance and investment products and services – a tradition that is reflected in the company’s consistently strong financial ratings. Our firm is a  financial services company offering clients and associates a combined 150 year heritage of quality and trust.

Our legacy continues through our affiliate, adaptation Financial Advisors-- our Financial Technology Platform Company.

<p>It May Be Time for a Financial Checkup</p>

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.
Learn More
<p>The Anatomy of a Supplemental Health Plan</p>

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.
Learn More
<p>Do You Owe The AMT?</p>

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Have a Question?

Thank you!