Services
What I do
SERVICES
Your Values, Your Future:
A Purpose-Driven Approach to Wealth Management
Empowering Your Financial Journey
"Our mission is to define, enhance, and align your financial goals while identifying needs and gaps, matching them with the best solutions."
- Rocel Santiago Borillo, Your Advisor for Life
At Rocel Santiago Borillo, we don’t just offer solutions; we offer the right solutions tailored to your unique needs.
Guiding You Through Your Financial Journey
Our comprehensive planning process answers the most critical questions, ensuring a clear and confident path forward. We collaborate with you to uncover and address concerns you might not have considered.
Review your current financial status and strategies to ensure alignment with your goals.
Stay on course: Evaluate your current strategies and make necessary adjustments.
Start with understanding basic investment principles and identifying your risk tolerance.
Start strong: Develop a solid investment foundation tailored to your goals.
Align your investment and spending habits with your personal values and ethical considerations.
Align finances with values: Create a financial plan that reflects your priorities.
Prioritize your financial goals and create a balanced plan to address them simultaneously.
Balance priorities: Effectively manage competing financial goals.
Evaluate different insurance options to protect against potential risks and ensure financial stability.
Protect what matters: Choose insurance coverage that fits your lifestyle and needs.
Plan your savings, understand mortgage options, and budget for additional homeownership costs.
Implement strategies like diversification, estate planning, and tax optimization to safeguard your wealth.
Build lasting wealth: Implement strategies to protect and grow your assets.
Regularly review your financial plan to identify and address any overlooked aspects.
Identify gaps: Uncover potential financial blind spots and address them proactively.
Through our collaborative approach, we’ll not only answer these questions but also uncover and address concerns you might not have considered. Our goal is to provide you with a clear, confident path forward in your financial journey.
Our Collaborative Approach
Our Collaborative Approach
We partner with you to craft a purpose-driven financial plan that:
- Builds a roadmap around your values: We identify your core drivers—family, security, philanthropy—and design a plan that reflects these priorities.
- Plans for a fulfilling future: Beyond wealth management, we help you envision your ideal future and create strategies to make it a reality.
- Evolves with your life: Recognizing life’s unpredictability, we design flexible financial plans that adapt to your changing circumstances.
Our holistic strategy includes:
- Financial Security (retirement planning, life insurance)
- Wealth Growth (strategic investing)
- Legacy Planning (estate planning)
This comprehensive approach ensures your financial future is shaped with intention and purpose, aligned with your unique vision.
Our Comprehensive Solutions
Personal Solutions
Life is unpredictable. Our personal solutions build a robust financial foundation that protects and provides for you and your loved ones, no matter what life brings.
Life Insurance
Providing peace of mind by ensuring your loved ones are financially secure in your absence.
Disability & Health Insurance
Protect your income and savings against illness or injury.
Retirement Planning
Craft a personalized strategy for your dream retirement lifestyle.
Wealth Management
Growing your assets through strategic investments aligned with your risk tolerance and goals.
Estate Planning
Preserve your legacy and ensure your wishes are carried out.
Business Solutions
Your business success is closely tied to your personal financial well-being. Our business solutions protect and grow both your business and personal balance sheet.
Group Benefits
Attract and retain top talent with comprehensive employee benefit plans.
Risk Management
Safeguard your business against unexpected operational disruptions.
Succession Planning
Develop a clear roadmap for future leadership and ownership transitions.
Wealth Management
Structure your business finances to contribute to personal wealth goals.
Key Person Planning
Protect your business against the loss of critical employees.
Integrated Wealth Management
Our holistic approach combines growth and protection strategies, including:
- Retirement planning
- Life insurance
- Strategic investing
- Estate planning
- And more
This integrated approach ensures all aspects of your financial life work in harmony towards your goals.
Ready to Align Your Finances with Your Purpose?
Let's craft a personalized financial strategy that reflects your unique values and aspirations.
Why Rocel Santiago Borillo?
Experience you can trust, guidance you can feel
We empower professionals and business owners like you to take control of your financial well-being. We understand that everyone’s goals and circumstances are uniquely their own, which is precisely why we offer tailor-made financial solutions designed to turn your vision of financial freedom into reality.
Beyond the Stats:
We believe in going beyond the statistics and numbers. Our approach is to partner with you, diving deep to understand your values, lifestyle, and aspirations. This isn’t just about financial planning; it’s about aligning your finances with your life’s ambitions, ensuring every financial decision supports what’s truly important to you.
Creating Your Strategy:
We’ll work together to develop a simple, easy-to-implement strategy that precisely fulfills your requirements. Our mission is to make financial planning simple and accessible, removing complexity and making it easy for you to track and stay engaged with your financial journey.
Adaptive Planning:
We recognize that life is ever-changing. As such, your financial strategy should be dynamic, not static. We promise continuous adaptation of your financial plan, ensuring it evolves with your life’s milestones and challenges. Whether you’re celebrating a new addition to the family, planning a career change, or navigating unforeseen hurdles, we’ll be there to adjust your plan, keeping your financial goals aligned with your changing circumstances.
Empowering You:
Our ultimate goal is to empower you. With Rocel, you gain more than a financial planner; you gain a partner for life who is committed to your financial success. We equip you with the knowledge and insights necessary to make informed decisions, navigating the complexities of finance with confidence.
Your Financial Journey:
Engaging with Rocel means embarking on a financial journey tailored to your life’s purpose. It’s about creating a financial foundation that not only secures your present but also paves the way for a fulfilling future. With our personalized, empathetic approach to financial planning and wealth management, we promise a partnership that values you as an individual, dedicated to achieving your personal and financial aspirations.
We’re more than financial advisors; we’re your #PartnersInLife, in building a life aligned with your values and dreams. Let’s work together to create a financial plan that’s as unique as you are, ensuring your financial well-being and freedom.
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