Blue Rock group publishes financial planning guidebook

What if there was a guide people could follow as they build out their own financial plan (with or without the help of a professional), designed with tools and resources from financial planning experts?

That’s exactly why Blue Rock Financial Group’s Todd Roselle, CFP, ChFC, and Carter McClung, CFP, published their first book, “Plan with Confidence – A Financial Planning Guidebook.”

Whether someone is beginning to build wealth, working to achieve financial freedom or approaching retirement, a strong, adaptive financial plan is needed. As certified financial planner professionals, Roselle and McClung have seen thousands of financial situations, and they share with readers each turning point and what to consider along the way when facing financial decisions.

The book aims to empower readers with insider financial planning knowledge so they have the appropriate tools for long-term financial success. “Plan with Confidence” explores the many facets of financial planning, including what people should be looking for when working with a financial planning professional. The book presents the actual guidelines Roselle and McClung utilize when creating financial plans for clients.

Roselle and McClung have decades of combined industry experience. In their own practice, their focus is assisting individuals and business owners in creating, monitoring and implementing comprehensive financial plans. When monitoring a financial plan over time, there will be multiple decision points affected by how many factors within a person’s situation and external factors play in.

”Plan with Confidence – A Financial Planning Guidebook” is now available for purchase on Amazon.com.

Blue Rock Financial Group specializes in fee-based financial planning for business owners and individuals. The company also provides advising services to businesses for retirement plans. 

For more information, visit bluerockfg.com or call 302-PLANNER (752-6637).