Truthfully, most people don’t know what to expect from a financial planner. They only hope that at the end of their working career they will have enough to retire on. But let’s face it, there’s a lot of living to do between now and then. Your investment advisor should help you create wealth today and enjoy it. They should help you protect it as it grows. And they should show you how to transfer it to those you love.
You should expect to be your financial planner’s primary concern. In other words, your needs come first. You should expect and receive open and honest communication from your financial planner. in fact, your future depends on it.
Personal Attention. Personal Plans.
Our passion is in helping clients create, preserve and transfer wealth. It’s about being present today to help build on your current success by making the most of the assets you have through strategic investments and thoughtful management. It’s about protecting the wealth you’ve worked for through open, honest communication, careful stewardship, risk management and tax strategies. It’s about planning for a secure future for you and making sure the ones you care about are well cared for too.
At Rock Island Wealth Management, everything we do revolves around the core values:
- We focus on our clients’ needs first
- We are open and honest
- We are family focused
- We are results based
Services Offered by Rock Island Wealth Management:
- Individual Investing
- Retirement Planning
- Business Investing
- 401(k) and IRA Distribution Services
- Asset Management
- Health Insurance
- Life Insurance
- Long Term Care Insurance
- Disability Insurance
Required Disclosure: Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisor offered through Rock Island Wealth Management, a registered investment advisor. DS+B, Rock Island Wealth Management and LPL Financial are separate entities.
Mitch Stolba, the LPL Financial Registered Representative referenced on this page, may only discuss and/or transact securities business with residents of the following states: AK, AR, AZ, CO, GA, IA, IL, MN, MO, MT, SC, SD, WI.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.