Our industry-leading team of financial advisors are here to help you create comprehensive business and personal financial planning strategies, build or analyze your company’s financial plan, and more.
Finally, you can work with a team of strategic-minded financial planning managers and coaches specializing in real estate investments, tax strategies, high-income earners, estate planning, wealth management, and financial planning for small businesses and corporations.
Reclaim your confidence and your freedom with expert strategies from our top-of-the-line financial advisors and analysts for all your financial planning needs.
Retirement
A comfortable retirement begins with a solid plan. Achieve financial security and peace of mind by planning your retirement with Rovin Capital. We are dedicated to preparing tailored, comprehensive retirement plans to help you achieve your goals and find personal fulfillment and enjoyment during your golden years.
Debt and Cash Flow
Cash flow is king, and is the heart and soul of your- and your business’s- financial plan. Simply put, it’s an understanding of what money is coming in and going out. Your cash flows and debt level are important barometers of your financial health and freedom. Let Rovin Capital help you create the most efficient system for you to receive your income, pay debts and expenses, and save for the future.
Estate Planning
Estate planning is more than a will. You have dedicated your life to providing for your family—make sure your efforts continue on after your time. We will walk you through everything you need to put a plan in place for your the people you love most, so they can continue to build upon your legacy.
Business Organization
There are a myriad of ways to form and operate a business. At Rovin Capital, we ensure that each client has a business structure that incorporates their tax, asset protection, compensation, and estate planning considerations.
Social Security
Maximize your retirement income by taking your social security benefits at the correct time in your life. We will create a strategy that empowers you to maximize your social security benefits, in a way that works with your retirement plan.
Tax Planning, Preparation & Strategies
Almost every financial decision has real tax consequences. Tax liabilities associated with income, estate, and gift taxes can drastically impact your wealth, for better or for worse. At Rovin Capital, our tax planning financial advisors work with you and your accountant to plan the most efficient tax strategies and integrated tax services for your situation.
Asset Protection
You work hard to provide for your family. We analyze all aspects of your financial life to ensure the proper organizations, documents, and insurance are in place to protect your family and your assets. If we discover any additional needs, we will provide you with the resources necessary to fill them.
Business Succession
We’re excited to help you transition the business you have worked so hard to create. Even as we guide our own clients through this process, the principals at Rovin Capital have had the opportunity to acquire other businesses and act as the successor to our founder, Michael Staffieri. Seeing this transition from both sides has given us invaluable perspective as we help our clients make tough decisions about their business.
401(k)/IRA Rollovers
Rolling over an existing 401k or IRA to Rovin Capital is an easy way to consolidate your assets, multiply your investment options, and maintain your tax benefits. We’ll guide you along this seamless process, and will work with you on an investment solution that fits your financial goals.
Education Funding
Your education and experience has led you to success. Ready to prepare your children to strike out on their own? We’ll help you discover your ideal education funding scenario. As independent advisors, we offer unbiased solutions that best fit your education savings goals.
Foundation & Endowment
Have you finally reached the peak of financial freedom? Want to leave behind a legacy of prudent success? Rovin Capital has worked with multi-generational clients and has witnessed firsthand the growth and impact of family foundations and endowments. We have the expertise and resources to help you create the road map for future generations.
Compensation and Benefits
It’s essential for a business owner to understand how you can- and- should- earn money from your business. For over 40 years, Rovin Capital has helped business owners efficiently manage their tax and cash flow considerations.
Executive Benefits
Corporate executives face many unique challenges- and opportunities- within the realm of wealth management. Whether you’re navigating complex compensation packages or concentrated stock positions, Rovin Capital has the experience and know-how to tackle each unique scenario. Wealth management for business owners and entrepreneurs can be complex and daunting, but we will work closely with you and your corporation to find a solution that meets your needs.
Banking and Credit Management
Save time and avoid the hassle with a reliable banking solution that works in conjunction with your investment plan. Rovin Capital and our custodian partners offer a wide range of banking and credit solutions. We provide you with quick and easy access to assets without disrupting your investment portfolio. We also empower our clients to negotiate optimal interest rates on the products they choose.
Charitable Giving
We are proud to work with clients who are not only successful in what they do, but also want to pass their good fortune on to others. Whether you’d like to make small donations to a local charity, help fund a larger project, or look into donor advised funds, we work with you and your CPA to help you give back in a simple and efficient manner.
Corporate Retirement Plans
Since 1978, the talented financial planners at Rovin Capital has worked with small business owners to design, install, and manage retirement plans (401k, profit sharing, defined benefit, cash balance, etc). Whether you utilize your plan to discover additional tax strategies; to hire and retain top talent; or for a mixture of both, Rovin Capital will prepare a custom solution perfectly suited to your business.
