Welcome to LRokky

Forward with Financial Stability

Whatever your life’s goals, our financial professionals can help design a strategy tailored to your specific needs. Our financial company is primed to help you prepare for the long term with life insurance, education planning, and retirement strategies.

Protect Those You Love

Our tailored insurance coverage options can help you protect the life you've built when the unexpected happens to you or a family member.

Create the Life You Deserve

We take time to understand your financial needs and goals. Our agents will then help you develop a plan to get you where you want to be.

Build a Financial Legacy*

Our agents can work with your legal and tax professionals as you prepare for your future and create something for the next generation.

About Us -------

At LRokky, we do more than just provide financial services. We help guide people to a better future.

LRokky offers a leading financial services platform and experience to help pursue your financial goals. No matter your life story, our tailored approach to planning for retirement will meet you where you are and address your specific goals. And for entrepreneurial-minded individuals looking to grow wealth on their terms, our turnkey system and experienced leadership can help you build your own business through supporting the needs of others. We help make the dream of financial independence possible for all those in our communities across North America.

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Our Services

Insurance Protection

The most important part of preparing for the future is protecting it. We can help you prepare for uncertainty. Whether you outlive your retirement, pass away unexpectedly or become disabled, there are products that can help protect the life you've built for you and your loved ones.

Retirement Strategies

The key to a successful retirement is one that doesn't require you to compromise your lifestyle or wonder if and when your nest egg will run out. LRokky can provide a variety of options to help you prepare for your leisure years without having to sacrifice your quality of life.

Business Strategies

Small business owners need financial and insurance options for themselves and their employees, and they need to ensure the future safety of their businesses. I can help structure strategies for employees and owners to help ensure if- or when- something happens, those who own and run the business are protected.

College Funding

No parent wants to compromise the quality of their children’s education, yet tuition costs continue to rise. Whether you’re preparing to send your first - or fifth - child to college, I am here to share useful tactics on how to effectively support your children’s future while still saving for yours.

Long Term Care

Long-term care planning is often overlooked but can be a key component of a solid financial foundation, especially as people continue living longer. Although your need may be far into the future, the time to plan for it is now – to help ensure expenses are covered if and when extended care is needed.

Life Insurance

A comprehensive life insurance policy is key to protecting those you care about most. Whether you are looking for simple and inexpensive coverage or a policy that offers additional benefits such as retirement income, I can walk you through the main types of insurance and help you decide which one is right for you.

Legacy Strategies

Without a personal legacy strategy, the value of your estate can be eroded by taxes and assets may be dispersed in unintended ways. I can work with your attorney and tax professional to fund legacy strategies that can include life insurance products to keep your loved ones secure long after you're gone.

Disability Insurance

Don’t let an unexpected disability compromise your prime earning years. With disability insurance you can still receive income even if you’re unable to work due to an injury or other unforeseen circumstance.