Welcome to Source Rock Capital Management!
Please feel free to explore this site to gain a better understanding of our firm and how we help our clients plan for and meet their financial goals. If you are looking for an investment professional to manage your company’s retirement or pension plan, you have come to the right place. If you are a successful individual looking for a financial professional, you are in the right place. We appreciate your visit!
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
It's important to understand how inflation is reported and how it can affect investments.
Do you have an estate strategy? You should.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Here are six flags that may make your tax return prime for an IRS audit.
Technology tips to make your next trip even better.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine your potential long-term care needs and how long your current assets might last.
This calculator shows how inflation over the years has impacted purchasing power.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Peer-to-peer payment apps are one of the newest ways to send money.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
If you died, what would happen to your email archives, social profiles and online accounts?
It's easy to let investments accumulate like old receipts in a junk drawer.
Explaining the SECURE Act and how the changes affect your retirement strategy.