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Sacramento, CA · Since 1995

Clarity for every chapter of your financial life.

At RSC, we help individuals, families, and business owners build purposeful retirement strategies—combining disciplined planning, fiduciary guidance, and a deeply personal approach to wealth.

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CFP®
Certified Financial Planner™
AIF®
Accredited Investment Fiduciary
100%
Client-First Philosophy

Your Personalized Plan

FC
Frank Cockrell
CFP®, CRPC®, AIF® · Founder
  • Comprehensive retirement income planning
  • Tax-efficient investment strategies
  • Estate & legacy preservation
  • Insurance & long-term care solutions
30+
Years of Guidance
What We Do

Comprehensive services, tailored to you.

From retirement planning to business succession, we bring together every facet of your financial life into one cohesive strategy.

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Retirement Planning

Estimate how much income and savings you'll need, then build a tax-efficient withdrawal strategy designed to last a lifetime.

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Insurance Solutions

Life, disability, long-term care, and asset-based hybrid plans that protect what you've built—without sacrificing growth.

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Business Owner Strategies

Cash balance plans, employee ownership structures, and succession planning to help you supersize retirement and transition with confidence.

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Estate Planning

Coordinate your assets, beneficiaries, and tax exposure to preserve your legacy and minimize federal estate taxes.

Plan your legacy →
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Investment Management

Fiduciary, data-driven portfolio construction aligned with your risk tolerance, time horizon, and values.

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Group & Health Benefits

Group health, individual health, and 401(k) plan consulting for employers who want to attract and retain great talent.

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How We Work

A clear, four-step process to financial confidence.

No jargon, no pressure—just a structured conversation that moves you from uncertainty to a written, living plan.

Discover

We listen first—understanding your goals, family, business, and the legacy you want to leave.

Design

We analyze your full financial picture and craft a personalized strategy with clear recommendations.

Implement

We coordinate every moving part—investments, insurance, estate documents, and tax strategies.

Review

Ongoing meetings keep your plan aligned with life changes, market shifts, and new legislation.

Latest Thinking

Insights that keep you ahead of the curve.

Timely newsletters and analysis on the legislation, markets, and life events that shape your financial decisions.

Mining and rare earths industry analysis
Hot Topic

Mining Maelstrom: Why Rare Earths Are Making Headlines

A look at the geopolitical forces reshaping critical mineral supply chains and what it means for investors.

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Cash balance plans for business owners
Retirement

Cash Balance Plans: Supersize Your Retirement Savings

How high-earning business owners can leverage defined benefit plans for accelerated, tax-advantaged growth.

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Employee ownership succession planning
Business Strategy

Could Employee Ownership Be Part of Your Succession Plan?

Exploring ESOPs and other structures that reward your team while creating a graceful exit strategy.

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Interactive Resources

Tools to run the numbers yourself.

Explore our library of calculators, flipbooks, and newsletters—available anytime, no appointment required.

Financial Calculators

Estimate retirement costs, estate taxes, inflation impact, loan payoffs, and more with our interactive tools.

Cost of Retirement Estate Taxes Impact of Inflation Loan Payoff
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Flipbooks & Newsletters

Browse our curated library of digital flipbooks and quarterly newsletters covering taxes, markets, and life planning.

Tax Legislation Unlimited PTO Aging Parents Asset-Based LTCI
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Ready to take the next step?

Schedule a complimentary meeting with Frank Cockrell and discover what a fiduciary, fee-transparent relationship feels like.

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Get In Touch

Let's start a conversation.

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Office Address

8880 Cal Center Drive, Suite 220
Sacramento, CA 95826

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Phone & Fax

(916) 868-3900 · Fax: (916) 868-3940

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