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!
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
There are common mistakes you can avoid when saving for retirement.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Term insurance is the simplest form of life insurance. Here's how it works.
It sounds simple, but paying yourself first can really pay off.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
What if instead of buying that vacation home, you invested the money?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
$1 million in a diversified portfolio could help finance part of your retirement.
What does your home really cost?
Imagine your ideal post-pandemic retirement with this hopeful, animated video.