Through our full-service financial planning firm, our advisors provide "Personal Financial CEO" services to successful, high net worth individuals and families. We help clients align their financial goals with their most deeply held values. We help them achieve those goals by providing services that coordinate, consolidate and simplify their lives, along with a comprehensive strategy and plan. We
hold ourselves, other professionals clients work with and the client, accountable for doing the things that need to get done. Clients receive this service for an all-inclusive flat fee, which includes all comprehensive planning, coordinating and investment management/advice. RockCrest's CEO, Steven Boorstein, CFP®, has been quoted at MoneyGeek.com, The Daily Nurse, TheStreet.com, NerdWallet and Cafe Mom’s The Stir. In addition, over the past 18 years he's been an adivosr, Steve's given dozens of talks on financial topics, including “How to Pay for College Without Going Broke!” to parents and students. Go to http://RockCrestFinancial.com or e-mail us at [email protected] to contact us or set up a meeting.
