Rockie Zeigler III
CERTIFIED FINANCIAL PLANNER™ & IRS Enrolled Agent
FINANCIAL PLANNING ASSOCIATE & TAX ENTHUSIAST
More than 13,000 Registered Investment Advisory firms nationwide have chosen Charles Schwab as their preferred provider of client account support. With over $3 Trillion in total client assets, you can be certain that your assets are held with a financial institution that you can trust.
We utilize Schwab Advisor Services to hold our clients investment and retirement accounts because of their:
With a partner like Schwab, our firm is supported by a team that works with us each and every day. Charles Schwab assists us in providing unparalleled client service and support, along with industry leading technology.
With over 1,600 members nationwide, our XY Planning Network membership provides us with many important benefits. Benefits such as:
Each XY Planning Member has no minimums, no sales quotas, offers virtual or and in-person meetings, and has signed a sworn fiduciary oath to put your interests and needs first and foremost.
Read more about The XY Planning Network here.