About

There was a time when I had always been wise with my money. Using proceeds from a company I sold, I invested heavily in the stock market and real estate, believing that these would provide for my family’s financial security. I retired early and was enjoying life when the stock and the real estate markets crashed in 2008 and my world was turned upside down.

Despite having accumulated significant wealth through these investments, I found himself struggling to make ends meet in the aftermath of the financial crisis. I knew I had to find other ways to secure my future, so I began to explore alternatives to traditional wealth management. This led to the discovery of some innovative strategies that have provided a much-needed level of financial stability.

I was determined to take control of my financial future, and quickly realized the need to steer clear of investments that were overly dependent on underlying risky assets. I began to explore and develop new investment strategies that were designed to minimize risk and maximize returns, and over time, these efforts paid off.

In 2022, when 401K plans suffered a sharp decline, I knew I had made the right choice in taking a different approach to investing. I have never been more confident in my financial position, and I’m passionate about helping others achieve the same level of financial success.

As I began to work with small business owners and investors, teaching them how to protect their wealth and plan for their future, I became a trusted advisor to my clients. It is tremendously gratifying to apply knowledge and expertise in helping them avoid the pitfalls that were so devastating for me.

As I look back on my journey, I realized that my early retirement has been a blessing in disguise. It forced him to think creatively about how to get back on track, and it has given me the freedom to pursue my passion for helping others achieve the same level of success. In the end, I found my true calling, and I’m grateful for the path that has led me here.

Let’s talk about defined benefit plans and how they can benefit you 1) as a business owner and 2) as an investor looking to buy. Reach out to me at rocky@definedbenefitpartners.com and let's talk about securing the best possible future for all those involved.