Our Process

Our Approach to Your Financial Plan

At Brightrock Financial, we work with you to grow your wealth, save your wealth, protect your wealth, and create a legacy. We take the time to find the right investments, the right insurance, the right experts, and the right solutions for you.


We arrange an initial phone call to determine what you are looking for and ensure we are the right fit for you. We focus on your concerns and your priorities.


Schedule an in-person meeting or Zoom call to go into more depth of your current financial picture and discuss what matters most to you. We will then analyze the information and create a plan.


After gathering the information, we will design a custom financial plan for you and determine the next steps to move forward.


Once you confirm we can move forward, we help you complete applications, open accounts, transfer existing plans over to us as your advisor and firmly implement your plan!


We stay by your side throughout your financial journey to monitor your plan and ensure you stay on track!

What Do We Provide For You?

We work with individuals, families, medical professionals, corporations, and entrepreneurs to create a financial plan and answer the big questions:

Insurance planning

how much insurance do I need?

Cash flow management

how do I best allocate my money for spending and investing?

Investment planning

how are my investments working for me?

Retirement planning

how much should I be putting away to retire? How much can I expect to receive?

We will help you answer

Our Strategic Partners

Portfolio Managers*