Financial Guidance You Can Trust
Feel confident about your future with financial guidance built around your goals, not products.
Who We Serve
Retirees
Clarity around reliable income, tax-aware withdrawal strategies, and long-term confidence, so retirement feels steady and intentional.
Business Owners
Support in coordinating personal and business finances, applying tax-smart strategies, and planning ahead for future transitions.
Christian Investors
Investment strategies designed to align portfolios with biblical values, allowing faith and financial stewardship to work together.
Families & Legacy
Guidance around estate planning, legacy goals, and tax-aware decisions designed to protect what matters most for generations.
Proudly Serving Kokomo Families for Decades
Mentored by industry pioneer Mick Owens, Chris Rockey carries his legacy and is dedicated to serving clients with integrity, clarity, and care.
See How We Can Help
Financial Clarity
Know where you stand and where you’re headed financially with clear, easy-to-understand guidance.
Lasting Confidence
Feel confident knowing your finances are aligned with your life goals and supported through every stage.
Fiduciary Guidance
Receive advice that always puts your best interests first through transparent, goal-focused recommendations.
Small-Town Values, National Expertise
In partnership with CFD Companies, a network with over 40 years of service, Chris blends personalized, small-town care with institutional-level resources and insight.
Get Started in
Three Easy Steps
2. Plan
Collaborate on a tailored strategy built around your goals.
3. Relax
Enjoy the confidence that comes from having a clear plan in place.
1. Connect
Schedule an introduction to share your financial vision.
Hear from Chris and Our Clients
Chris explains his process, and clients share how fiduciary guidance has helped them navigate key life decisions.
Community & Client Events
As a client, you’ll be invited to appreciation events that bring our community together to relax, connect, and enjoy meaningful moments together.
Past performance is not indicative of future results. Clients referenced or pictured are not testimonials or endorsements.
We Help Families, Retirees, and Business Owners Plan With Purpose
Wherever you are in life, our process begins with understanding your goals.
Stay Connected
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Move Forward With Confidence
Explore personalized strategies designed to align your money with your life goals.