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4 Steps to Make Your Life Easier With Tech

by Rockmoor Wealth | Blog

Here are four basic steps any business owner can follow.
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Your Financial Plan

It can be hard to keep track of all your financial information. That’s why we’re introducing the concept of a Rockmoor Financial Plan Guidebook. A GuideBook is a modern approach to keeping all of your financial information, including your investment portfolios and action plans, in one place.

With your own personalized GuideBook, you’ll have a consolidated summary of your entire financial life with step-by-step support at your fingertips. A GuideBook is key to keeping you informed, engage, and motivated about your financial future!

As your stage of life and goals change, we’ll update your GuideBook to help you stay on track with your goals.

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Summarize your portfolio, properties and action plan.

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Access a modern, magazine-quality financial document.

View a sample Financial

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Mistakes That Business Owners Make

Download this free guide to learn how to avoid these simple and potentially devastating mistakes business owners make every day.

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About Rockmoor Wealth Management

Located in Nanaimo on Vancouver Island, 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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Info@RockmoorWealth.com

204-5160 Dublin Way
Nanaimo, BC, V9T 0H2
Canada

At Rockmoor Wealth Management, we work with our clients in identifying financial services options which are based on each individual’s specific needs. When it comes to investment and portfolio management solutions, we have established a referral arrangement with KAI Asset Management Inc. whereby we introduce our clients to the benefits of having a full discretionary managed account. For more information about BCV Asset Management Inc., Deluca Veale Investment Counsel, KAI Asset Management Inc. and the services they provide, please contact us or visit their website at bcvassetmanagement.com, delucaveale.com and kaiasset.com.

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