BayRock Plus Right Capital

Right Capital

BayRock Plus RightCapital

More Clarity, Less Uncertainty.

  • Better Investing
  • Smarter Strategies
  • Faster Results

Design your Financial Blueprint in minutes using our fully digitized process.

Our intuitive user interface enables you to create a simple – yet powerful – financial plan in as little as 10 minutes.

Quickly analyze different options, scenarios, and strategies while making adjustments to your plan on the fly.

  • Create a college savings plan in a minute.
  • Take a deeper dive into your investment allocation with one click.
  • Identify your optimal social security strategy in seconds.

Build a better retirement by creating a set of tax-efficient income and distribution strategies that could save you over a million dollars.

Our cutting edge technology gives you instant access to all of your financial information whenever and wherever you want – with all your accounts in one place.

BayRock’s award winning planning software puts financial success at your fingertips.

After you set up your Free Account Online, simply download our mobile app on Google Play or in the App Store.

Login anytime to see your current

  • Net Worth,
  • Assets,
  • Liabilities and

Watch your probability of success increase with the Monte Carlo Analysis.

See a current snapshot of your investments, credit cards, and all of your linked accounts.

And that’s just the dashboard!

  • Monitor your spending and your investments in real time.
  • Complete Planning Tasks to Stay on Track, and
  • Get Personal Coaching from a Certified Financial Planner™

Create your plan in as little as 10 minutes. A BayRock Certified Financial Planner™ is standing by whenever you’re ready to take the next step.

So Don’t wait Start Your 30 Day FREE Trial Today.

Investment Management PLUS Financial Planning.

Visit BayRockPlus.com to get started.

Missional Money Podcast Sponsored by BayRock

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BayRock Advantage

BayRock Advantage Explore the full range of benefits and opportunities that come with merging with BayRock

Onboarding

Client Onboarding Email

At BayRock, the Financial Planning process begins with a detailed Gap Analysis to pinpoint any gaps in your financial situation. Advisor Coordination is another crucial element.

Podcast

Succession Planning for Business Owners

Succession planning for business owners is a critical process that impacts both the business owner and their customers. In this video series, we’ll focus on how every Financial Advisor needs a Succession Plan for the benefit of Investors.

IMPORTANT DISCLOSURE:

Investment Advice and Financial Planning are offered through BayRock Financial, L.L.C., a Registered Investment Advisor. BayRock does not provide tax or legal advice. The information presented here is not specific to any individual’s personal financial circumstances. To the extent that this material concerns tax matters or legal issues, it is not intended to be used, and cannot be used, by any investor or taxpayer for the purpose of avoiding penalties that may be imposed by law. Each investor should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes only. This content is based on publicly available information from sources believed to be reliable. BayRock Financial, L.L.C. cannot assure the accuracy or completeness of these materials and this information can change at any time and without notice. Use this material only as general guide to further discussion with your Certified Financial Planner™ professional and/or other Financial Advisor(s).