Rockford Financial Planning

Overview

Rockford Financial Planning is an independent registered investment adviser organized as a limited liability company that focuses on individualized financial planning and portfolio management for individuals and small businesses. The firm blends fee-for-service planning (hourly and fixed-fee engagements) with percentage-of-AUM advisory relationships, giving clients multiple ways to access advice and investment management. Advisory activity explicitly includes financial planning, portfolio management, and pension consulting services. Investment activity centers on public funds and mutual funds as the primary implementation vehicle, with discretionary portfolio management covering the bulk of client assets. The firm is not positioned as an ESG-focused manager and does not operate as a multi-state adviser. Its client base is concentrated on individuals and families rather than institutional mandates, and the firm does not present itself as a capital allocator or as a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices