Moon Rock Wealth Management
Moon Rock Wealth Management offers comprehensive retirement planning and wealth management services tailored to individual client needs.
About
Moon Rock Wealth Management, led by Investment Advisor Representative Peter Toth, provides personalized retirement planning and wealth management services. With over 15 years of experience, the firm focuses on asset protection, family legacy planning, extended care solutions, and creating customized retirement income plans.
Peter emphasizes long-term client relationships and enjoys family trips, golfing, fishing, and hunting in his personal life.
Services
Asset Protection
Helps retirees protect their retirement assets while continuing to grow them, minimizing unnecessary risk.
Family Legacy Planning
Assists clients in maximizing tax-free inheritances and preparing for spousal loss scenarios.
Extended Care Solutions
Offers hybrid insurance plans for long-term care costs, ensuring accessibility for withdrawal if not needed.
Retirement Income
Creates customized retirement income plans to ensure financial security throughout retirement.
