Chantal , the founder of Newroc Financial, LLC,
With over two decades of experience, Chantal specializes in offering comprehensive investment, retirement planning, and insurance services. Her mission is to help successful business owners and individuals expand, preserve, and manage their financial resources in alignment with their life goals. She is dedicated to demystifying complex financial concepts and providing tailored, sustainable guidance through close client relationships.
At Newroc Financial, LLC, we are committed to simplifying complex financial concepts for our clients.
Investment, Retirement Planning, and Insurance Specialist
Insurance Specialist
Insurance Services Tailored for Your Peace of Mind
Investment
Annuities and Investment Services for Your Financial Growth
Retirement Planning
Retirement Planning and Advisory Services for a Secure Future
We recognize that an informed client is better equipped to make sound decisions. We understand that financial jargon and technical terms can be overwhelming for many people. However, we have the expertise to help you navigate through these complexities with ease.
Our team works collaboratively with you to identify your financial goals and aspirations. We then provide suitable solutions to help you work towards achieving your financial objectives. Our goal is to provide you with peace of mind so that you can feel relaxed, calm, and confident about your future. We believe in communicating financial concepts in simple terms, avoiding financial jargon so that you can fully comprehend the concepts and how they will impact your future.
Insurance
We offer a comprehensive range of insurance products, from life and health insurance to auto, home and business insurance...
Investments
Our investment services are designed to help clients achieve their financial goals, whether it’s saving for retirement, funding a child’s education, or growing wealth....
Financial Planning
We believe that financial success doesn’t happen by accident, but through careful planning Our financial planning services encompass retirement planning...
"Create your homestead, safeguard your financial assets, and strategize for your forthcoming days."
1- Assess
2- Dissect
3- Expand
Based on our discussion and analysis, we can recommend steps to help you achieve your financial goals by developing and implementing a strategy based on our analysis.
4- Synchronize
We aid you coordinate your insurance and financial activities by working with your team of financial, tax, and legal advisors.
5- Implement
We will assist implement your strategy, work with third-party professionals, monitor progress, and provide ongoing services as your needs change.
6- Oversee
Planning is an ongoing process that needs periodic adjustments. Our team work with you to ensure your strategy aligns with your evolving needs, so you stay on track with
your goals. We provide reliable support as you navigate life and business, delivering expert professionalism.
We are here to assist you in navigating the often complex process of developing a financial plan.
Retirement
“Retirement may be an ending, a closing, but it is also a new beginning” Catherine Pulsipher Indeed, retirement is the beginning of endless possibilities. A world filled with newly discovered opportunities, financial freedom and much more.
Newroc Financial LLC believes that financial stability and guaranteed income are essential for a happy retirement. We work with our clients to determine their retirement “number” and design a strategic plan consisting of different “buckets” of money for better portfolio performance. Our approach ensures that our clients can enjoy their retirement without worrying about market forecasts or the depletion of their funds