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>Insurance Needs Assessment: When You're Newly Married</p>

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.
Learn More
<p>Alternative Investments - Going Mainstream</p>

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Learn More
<p>Should You Ever Retire?</p>

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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. 

adaptadvisors.com

<p>How Income Taxes Work</p>

How Income Taxes Work

A quick look at how federal income taxes work.
Learn More
<p>Is a Variable Annuity Right for Me?</p>

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Learn More
<p>What Is an Annuity?</p>

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Have a Question?

Thank you!
Oops!