About Us
Roccy received his B.S. degree from Embry Riddle Aeronautical University (where he also received his commercial pilot’s license) and his J.D. from Valparaiso University School of Law. Roccy is licensed to practice law in both Indiana and Michigan. Roccy is the author of Bad Advisors: How to Identify Them; How to Avoid Them©, Retiring Without Risk©, The Home Equity Management Guidebook©, The Doctor’s Wealth Preservation Guide©, The Home Equity Acceleration Plan (H.E.A.P.)©, and the editor of a book titled: Wealth Preservation Planning: A “Team” Approach© by The National Society of Accountants.
He has also authored a number of advanced asset protection and wealth preservation articles that have been published in Orthopedics Today, The Rake Report by PriceWaterhouseCoopers, the CPA Journal,National Underwriter, Life Insurance Selling, Financial Planning Magazine, Strategic Orthopaedics,General Surgery News, Physician Money Digest, Physician Money Digest OB/GYN Edition, MD Life Magazine, Anesthesiology News, the Indiana Bar Journal, the OH CPA Newsletter, Physician News Digest,American Urological Association News, Society of Financial Service Professionals, Today’s CPA, the New Hampshire Society of CPAs, and Insurance Selling Magazine.
He has also lectured for the Indiana State Medical Association, Ohio State Medical Association, Academy of Medicine of Cincinnati, Mid-America Orthopaedic Association, the MI, OH, IN, and KY CPA Societies, the Orthopedic Surgeon Income Symposium, the Indiana Continuing Legal Education Forum, PAHCOM, BONES, the American Academy of Medical Management, TXMGMA, Association of American Physicians and Surgeons, the Michigan Orthodontics Association, the National Funeral Home Directors Association, Society of Financial Services Professionals, CPA/Law Forum of Illinois and the Elon University Love School of Business, the Society of Financial Service Professionals, National Association of Accountants on advanced asset protection, income and estate tax reduction and overall cost reduction issues for the medium-to-small business owner.
How We Think
Our Mission
- Help you protect and preserve your wealth
- Keep you away from scams and industry pitfalls
- Find the right solution for your needs
- Give you the lowest cost solution
