{"id":35,"date":"2021-10-12T17:30:23","date_gmt":"2021-10-12T21:30:23","guid":{"rendered":"https:\/\/advisor.rocquett.com\/two\/?page_id=35"},"modified":"2022-02-25T11:46:53","modified_gmt":"2022-02-25T16:46:53","slug":"what-we-do","status":"publish","type":"page","link":"https:\/\/advisor.rocquett.com\/two\/what-we-do\/","title":{"rendered":"What We Do"},"content":{"rendered":"<? \/\/ Default for banner is 1x or 1920px wide unless a 3840px banner is uploaded. In that case over 1920 will load the 3840px banner. https:\/\/gist.github.com\/brianmaierjr\/defcc581e7e085bf79bdb82016024e35 ?>\n<style>\n\/* Large display or retina *\/\n@media screen and (min-width: 1921px) {.banner-section {background-image: url(https:\/\/advisor.rocquett.com\/two\/wp-content\/uploads\/2022\/02\/bannerLaptop.jpg);}}\n\/* Full large display mainly non-retina *\/\n@media screen and (min-width: 1536px) and (max-width: 1920px) {.banner-section {background-image: url(https:\/\/advisor.rocquett.com\/two\/wp-content\/uploads\/2022\/02\/bannerLaptop.jpg);}}\n\/* Full display mainly non-retina *\/\n@media screen and (min-width: 1024px) and (max-width: 1535px) {.banner-section {background-image: url(https:\/\/advisor.rocquett.com\/two\/wp-content\/uploads\/2022\/02\/bannerLaptop-1024x379.jpg);}}\n\/* Tablet non-retina or mobile retina *\/\n@media screen and (min-width: 415px) and (max-width: 1023px) {.banner-section {background-image: url(https:\/\/advisor.rocquett.com\/two\/wp-content\/uploads\/2022\/02\/bannerLaptop-640x237.jpg);}}\n\/* Mobile non-retina *\/\n@media screen and (min-width: 1px) and (max-width: 414px) {.banner-section {background-image: url(https:\/\/advisor.rocquett.com\/two\/wp-content\/uploads\/2022\/02\/bannerLaptop-640x237.jpg);}}\n<\/style>\n\n<section class=\"flexible-section banner-section banner\" >\n\t<div class=\"section-content\">\n        <div class=\"span1-12\">\n            <h1>Financial expertise when <span>you need it most.<\/span><\/h1>        <\/div>\n\t\t<div class=\"banner-button-wrapper\">\n        <div class=\"button\"><a href=\"https:\/\/advisor.rocquett.com\/two\/contact\/?help=schedule\">Schedule an Introductory Call <svg class=\"icon-time\"><use xlink:href=\"#icon-time\"><\/use><\/svg><\/a><\/div>        <\/div>\n\t<\/div>\n\t<div class=\"banner-bottom-tab\"><div><a href=\"#start-page\" class=\"content-start-arrow\"><div class=\"screen-reader-text\">Scroll to content<\/div><svg class=\"icon-chevron-bottom\"><use xlink:href=\"#icon-chevron-bottom\"><\/use><\/svg><\/a><\/div><\/div>\n<\/section>\n\n\n\n<section class=\"flexible-section  after-banner-heading\" id=\"start-page\">\n<div class=\"section-content\">\n                   \n                                                        <div class=\"span1-12\">\n                                                                <div class=\"flexible-content-1\"><h2 class=\"shift-down\">What we do<span class=\"gsap-below-heading\">We provide a range of services to help achieve your most important goals.<\/h2>\n<\/div>\n                                                                <\/div>\n                                                <\/div><!-- end .section-content -->\n<\/section>\n\n\n\n\n\n<section class=\"flexible-section headline-four-column after-banner-content padding-bottom-large\">\n<div class=\"section-content\">\n                   \n                                                        <div class=\"span1-3\">\n                                                                <div class=\"flexible-content-1\"><h4>Financial Planning<\/h4>\n<p>We\u2019ll work with you to diversify your retirement income, defend against market volatility, and provide estate planning advice.<\/p>\n<div class=\"learn-more\"><a href=\"#financial-planning\">Learn more <svg class=\"icon-arrow icon-arrow-right\"><use xlink:href=\"#icon-arrow-right\"><\/use><\/svg><\/a><\/div>\n<\/div>\n                                                                <\/div>\n                                                                            <div class=\"span4-6\">\n                                                                <div class=\"flexible-content-2\"><h4>Wealth Management<\/h4>\n<p>Our wealth management services include 401(k) selection, portfolio allocations, and insurance reviews. <\/p>\n<div class=\"learn-more\"><a href=\"#wealth-management\">Learn more <svg class=\"icon-arrow icon-arrow-right\"><use xlink:href=\"#icon-arrow-right\"><\/use><\/svg><\/a><\/div>\n<\/div>\n                                                                <\/div>\n                                                                            <div class=\"span7-9\">\n                                                                <div class=\"flexible-content-3\"><h4>Retirement Planning<\/h4>\n<p>The key is to plan your future and save enough retirement funds so that you have many options to choose from.<\/p>\n<div class=\"learn-more\"><a href=\"#retirement-planning\">Learn more <svg class=\"icon-arrow icon-arrow-right\"><use xlink:href=\"#icon-arrow-right\"><\/use><\/svg><\/a><\/div>\n<\/div>\n                                                                <\/div>\n                                                                            <div class=\"span10-12\">\n                                                                <div class=\"flexible-content-4\"><h4>Estate Planning<\/h4>\n<p>We\u2019ll help you align your estate plan with your financial plan and make sure it\u2019s a good fit for you and your loved ones. <\/p>\n<div class=\"learn-more\"><a href=\"#estate-planning\">Learn more <svg class=\"icon-arrow icon-arrow-right\"><use xlink:href=\"#icon-arrow-right\"><\/use><\/svg><\/a><\/div>\n<\/div>\n                                                                <\/div>\n                                                <\/div><!-- end .section-content -->\n<\/section>\n\n\n\n\n\n<section class=\"flexible-section center padding-top-large\">\n<div class=\"section-content\">\n                   \n                                                        <div class=\"span1-12\">\n                                                                <div class=\"flexible-content-1\"><h2>Our Areas of Expertise<\/h2>\n<p>A consolidated list of our areas of expertise. Don&#8217;t see your issues covered below? <a href=\"https:\/\/advisor.rocquett.com\/two\/contact\/\">Contact us<\/a> and tell us about your needs.<\/p>\n<\/div>\n                                                                <\/div>\n                                                <\/div><!-- end .section-content -->\n<\/section>\n\n\n\n\n\n<section class=\"flexible-section services-listed\" id=\"financial-planning\">\n<div class=\"section-content\">\n                   \n                                                        <div class=\"span1-12\">\n                                                                <div class=\"flexible-content-1\"><div class=\"above-heading\">Our Areas of Expertise<\/div>\n<h3>Financial Planning<\/h3>\n<p><strong>Diversify Income<\/strong><\/p>\n<p>Fake latin filler text. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Semper quis lectus nulla at volutpat diam ut. Orci nulla pellentesque dignissim enim sit. In cursus turpis massa tincidunt dui ut ornare lectus sit.   <\/p>\n<hr>\n<p><strong>Defend Against Market Volatility<\/strong><\/p>\n<p>Fake latin filler text. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Semper quis lectus nulla at volutpat diam ut. Orci nulla pellentesque dignissim enim sit. In cursus turpis massa tincidunt dui ut ornare lectus sit.   <\/p>\n<hr>\n<p><strong>Retirement Goals<\/strong><\/p>\n<p>Fake latin filler text. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Semper quis lectus nulla at volutpat diam ut. Orci nulla pellentesque dignissim enim sit. In cursus turpis massa tincidunt dui ut ornare lectus sit.   <\/p>\n<\/div>\n                                                                <\/div>\n                                                <\/div><!-- end .section-content -->\n<\/section>\n\n\n\n\n\n<section class=\"flexible-section services-listed\" id=\"wealth-management\">\n<div class=\"section-content\">\n                   \n                                                        <div class=\"span1-12\">\n                                                                <div class=\"flexible-content-1\"><div class=\"above-heading\">Our Areas of Expertise<\/div>\n<h3>Wealth Management<\/h3>\n<p><strong>Fiduciary Advice<\/strong><\/p>\n<p>Fake latin filler text. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Semper quis lectus nulla at volutpat diam ut. Orci nulla pellentesque dignissim enim sit. In cursus turpis massa tincidunt dui ut ornare lectus sit.   <\/p>\n<p><strong>401(k) Investment Selection<\/strong><\/p>\n<p>Fake latin filler text. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Semper quis lectus nulla at volutpat diam ut. Orci nulla pellentesque dignissim enim sit. In cursus turpis massa tincidunt dui ut ornare lectus sit.  <\/p>\n<p><strong>Portfolio Allocations<\/strong><\/p>\n<p>Fake latin filler text. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Semper quis lectus nulla at volutpat diam ut. Orci nulla pellentesque dignissim enim sit. In cursus turpis massa tincidunt dui ut ornare lectus sit.  <\/p>\n<\/div>\n                                                                <\/div>\n                                                <\/div><!-- end .section-content -->\n<\/section>\n\n\n\n\n\n<section class=\"flexible-section services-listed\" id=\"retirement-planning\">\n<div class=\"section-content\">\n                   \n                                                        <div class=\"span1-12\">\n                                                                <div class=\"flexible-content-1\"><div class=\"above-heading\">Our Areas of Expertise<\/div>\n<h3>Retirement Planning<\/h3>\n<p><strong>Investment Allocation<\/strong><\/p>\n<p>Fake latin filler text. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Semper quis lectus nulla at volutpat diam ut. Orci nulla pellentesque dignissim enim sit. In cursus turpis massa tincidunt dui ut ornare lectus sit.  <\/p>\n<p><strong>Rebalancing Portfolios<\/strong><\/p>\n<p>Fake latin filler text. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Semper quis lectus nulla at volutpat diam ut. Orci nulla pellentesque dignissim enim sit. In cursus turpis massa tincidunt dui ut ornare lectus sit.  <\/p>\n<\/div>\n                                                                <\/div>\n                                                <\/div><!-- end .section-content -->\n<\/section>\n\n\n\n\n\n<section class=\"flexible-section services-listed\" id=\"estate-planning\">\n<div class=\"section-content\">\n                   \n                                                        <div class=\"span1-12\">\n                                                                <div class=\"flexible-content-1\"><div class=\"above-heading\">Our Areas of Expertise<\/div>\n<h3>Estate Planning<\/h3>\n<p><strong>Tax Considerations<\/strong><\/p>\n<p>Every couple enters into their marriage thinking that it is forever, yet a great many marriages end in divorce. Whether one party was at-fault in causing the divorce or the couple simply came to realize they have irreconcilable differences, a divorce is sometimes the best move the couple can make for their happiness. We&#8217;ll help steer you through the process.<\/p>\n<p><strong>Charitable Contributions<\/strong><\/p>\n<p>We represent fathers in divorce, child custody and paternity cases to make sure they are receiving good advice and excellent representation. <\/p>\n<\/div>\n                                                                <\/div>\n                                                <\/div><!-- end .section-content -->\n<\/section>\n\n\n\n\n\n<section class=\"flexible-section border-top-ten margin-top-large\">\n<div class=\"section-content\">\n                   \n                                                        <div class=\"span3-10\">\n                                                                <div class=\"flexible-content-1\"><h2>Frequently Asked Questions<\/h2>\n<\/div>\n                                                                <\/div>\n                                                <\/div><!-- end .section-content -->\n<\/section>\n\n\n\n\n\n\n<div class=\"schema-faq wp-block-yoast-faq-block\"><div class=\"schema-faq-section\" id=\"faq-question-1639174543792\"><strong class=\"schema-faq-question\">What should I expect at our first meeting? <\/strong> <p class=\"schema-faq-answer\">You can expect an honest conversation with minimal preparation from you. Depending on the context of how we set up that first meeting, you most likely won\u2019t be required to bring anything to that time together. \u00a0We\u2019ll talk mostly about your desires, your view on money, and how you want to use your resources to fund your future. \u00a0We\u2019ll discuss steps you\u2019ve taken, are currently taking, or plan to take. \u00a0And then we\u2019ll talk about if we feel that we can be an asset to you in your stewardship journey.<br\/><br\/>This meeting is always free of charge and obligation \u2013 we want to provide a platform where you can honestly evaluate us, get to know our approach, and feel confident in moving forward. \u00a0Likewise, we want to ensure that we feel we can deliver value to your situation and see the potential for a long-term relationship together.<\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1639237716959\"><strong class=\"schema-faq-question\">Where are my assets kept?<\/strong> <p class=\"schema-faq-answer\">Your funds will be held at the brokerage of your choice but we can help you choose a brokerage firm, if desired. We typically encourage clients to consolidate their investment accounts, where feasible, for ease of record keeping.<\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1643051029160\"><strong class=\"schema-faq-question\">Who has control of my assets?<\/strong> <p class=\"schema-faq-answer\">While we are granted a limited power of attorney (LPOA), we never take control or possession of your assets. You maintain full control of your account at all times. An LPOA typically only allows us to view your account and authorizes us to make trades within the account, upon your request.<\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1643051177093\"><strong class=\"schema-faq-question\">What are your fees?<\/strong> <p class=\"schema-faq-answer\">Our fees are exclusively based upon assets directly under our management. We receive no additional pay for our financial planning nor do we receive any other commissions or fees from any other parties other than our clients. Fee table for your advisory practice will go here.\u00a0<\/p> <\/div> <\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-35","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>What We Do - Financial Advisor Theme Two<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What We Do - Financial Advisor Theme Two\" \/>\n<meta property=\"og:url\" content=\"https:\/\/advisor.rocquett.com\/two\/what-we-do\/\" \/>\n<meta property=\"og:site_name\" content=\"Financial Advisor Theme Two\" \/>\n<meta property=\"article:modified_time\" content=\"2022-02-25T16:46:53+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":[\"WebPage\",\"FAQPage\"],\"@id\":\"https:\\\/\\\/advisor.rocquett.com\\\/two\\\/what-we-do\\\/\",\"url\":\"https:\\\/\\\/advisor.rocquett.com\\\/two\\\/what-we-do\\\/\",\"name\":\"What We Do - Financial Advisor Theme Two\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/advisor.rocquett.com\\\/two\\\/#website\"},\"datePublished\":\"2021-10-12T21:30:23+00:00\",\"dateModified\":\"2022-02-25T16:46:53+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/advisor.rocquett.com\\\/two\\\/what-we-do\\\/#breadcrumb\"},\"mainEntity\":[{\"@id\":\"https:\\\/\\\/advisor.rocquett.com\\\/two\\\/what-we-do\\\/#faq-question-1639174543792\"},{\"@id\":\"https:\\\/\\\/advisor.rocquett.com\\\/two\\\/what-we-do\\\/#faq-question-1639237716959\"},{\"@id\":\"https:\\\/\\\/advisor.rocquett.com\\\/two\\\/what-we-do\\\/#faq-question-1643051029160\"},{\"@id\":\"https:\\\/\\\/advisor.rocquett.com\\\/two\\\/what-we-do\\\/#faq-question-1643051177093\"}],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/advisor.rocquett.com\\\/two\\\/what-we-do\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/advisor.rocquett.com\\\/two\\\/what-we-do\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/advisor.rocquett.com\\\/two\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"What We Do\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/advisor.rocquett.com\\\/two\\\/#website\",\"url\":\"https:\\\/\\\/advisor.rocquett.com\\\/two\\\/\",\"name\":\"Financial Advisor Theme Two\",\"description\":\"Financial Advisor Theme Two from Rocquett\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/advisor.rocquett.com\\\/two\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Question\",\"@id\":\"https:\\\/\\\/advisor.rocquett.com\\\/two\\\/what-we-do\\\/#faq-question-1639174543792\",\"position\":1,\"url\":\"https:\\\/\\\/advisor.rocquett.com\\\/two\\\/what-we-do\\\/#faq-question-1639174543792\",\"name\":\"What should I expect at our first meeting?\",\"answerCount\":1,\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"You can expect an honest conversation with minimal preparation from you. 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We typically encourage clients to consolidate their investment accounts, where feasible, for ease of record keeping.","inLanguage":"en-US"},"inLanguage":"en-US"},{"@type":"Question","@id":"https:\/\/advisor.rocquett.com\/two\/what-we-do\/#faq-question-1643051029160","position":3,"url":"https:\/\/advisor.rocquett.com\/two\/what-we-do\/#faq-question-1643051029160","name":"Who has control of my assets?","answerCount":1,"acceptedAnswer":{"@type":"Answer","text":"While we are granted a limited power of attorney (LPOA), we never take control or possession of your assets. You maintain full control of your account at all times. An LPOA typically only allows us to view your account and authorizes us to make trades within the account, upon your request.","inLanguage":"en-US"},"inLanguage":"en-US"},{"@type":"Question","@id":"https:\/\/advisor.rocquett.com\/two\/what-we-do\/#faq-question-1643051177093","position":4,"url":"https:\/\/advisor.rocquett.com\/two\/what-we-do\/#faq-question-1643051177093","name":"What are your fees?","answerCount":1,"acceptedAnswer":{"@type":"Answer","text":"Our fees are exclusively based upon assets directly under our management. We receive no additional pay for our financial planning nor do we receive any other commissions or fees from any other parties other than our clients. 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