Financial Plan for Business Owners - Rockmoor Wealth Management

Rockmoor Wealth Management is a team of wealth management specialists with decades of experience specializing in providing quality financial advice in areas of financial planning, investments and insurance.

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Disclaimer: Insurance products are offered and sold, jointly or separately through each separately licensed individual and/or their separately licensed companies and/or companies they are authorized to represent. Each are authorized to do business as LeNeveu Legacy Financial Inc. DBA Rockmoor Wealth Management. They are as follows: David LeNeveu, LeNeveu Legacy Financial Inc., Steven LeNeveu, Randi Touhey, Norman Terrance Allan Gwilliam, TG Consulting Inc. & Colton Cyr. Where and when appropriate, David LeNeveu, Steven LeNeveu, Norman Terrance Allan Gwilliam, Colton Cyr, and/or Randi Touhey and/or their companies or companies they are authorized to represent, jointly or separately, may refer a client to a Registered Portfolio Management Company, Portfolio Manager, or Investment Counselor. Please be advised that the individual(s) and/or their company and/or the companies they are authorized to represent will receive a referral fee for this referral. The fee and arrangement are fully disclosed and can be found in the documents provided by the Registered Portfolio Management Company, Portfolio Manager, or Investment Counselor. David LeNeveu & his operating company, LeNeveu Legacy Financial Inc. DBA Rockmoor Wealth Management, are also a Deposit Broker Affiliate of Monarch Wealth GIC Services Inc. DBA GICdirect. If and when appropriate, David may suggest that you purchase a GIC from an appropriate Financial Institution. David and/or his company will be renumerated and may also receive ancillary compensation by the Financial institution and/or Registered Deposit Broker, GICdirect, that provides the product you purchase

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