Five Rings Financial | Oceanside, CA 92056

Five Rings Financial
290 Diamante Way - Oceanside, CA 92056

Jennifer Rokke - 8583492107

Services
401-k Rollover Assistance
Education Planning & 529 Plans
Financial Planning & Investment Advice
Insurance Consultants & Advisors
Retirement Planning & IRAs

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How We Charge For Our Services

401-k Rollover Assistance
- 1.00 to 2.00 percent of investments purchased
I am a non fee based financial representative

Education Planning & 529 Plans
- $10.00 to $11.00 fee only (hourly rate)
I am a non fee based financial advisor

Financial Planning & Investment Advice
- $10.00 to $11.00 fee only - hourly rate
I am a non fee based financial representative

Retirement Planning & IRAs
- $10.00 to $11.00 fee only (hourly rate)
I am a non fee based financial representative. I offer my clients options based on their specific needs and help work with them to achieve their goals in tax free retirment vehicles.

* All information in this profile, including licensing, has been provided by Five Rings Financial. This information is not verified by ProMatcher.

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