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Free Retirement Kit
Enter your information below to request this Kit including three separate guides that address several retirement topics.

Join the thousands who have learned to overcome inadequate retirement income

We are excited to share our retirement strategies that have provided our clients with greater levels of growth, 100 percent principal protection from stock market losses and guaranteed lifetime income*.

Listen to Brian’s Podcast

Our podcast provides practical information, resources and retirement strategies to help our clients succeed.

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Register for an Upcoming Event

View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.

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Meet Brian Rooke

Brian Rooke, founder of Rooke Capital Management, is a highly skilled expert in income and retirement planning.

Get to Know Brian

Let Rooke Capital Management help you create a secure and enjoyable retirement.

At Rooke Capital Management (RCM), we operate as an independent financial services company, focusing on creating individually-tailored retirement income plans. We believe that while retirement is rewarding stage of life, it is also a critical phase in which to strategize and seek guidance.

We primarily work with individuals who are approaching or currently in retirement. We craft unique solutions and address the specific challenges you may face during this time. Our mission is simple: to help you create a secure and enjoyable retirement.

We think of our clients as family and treat them as such.

As an individually-owned firm, we take pride in offering personalized services and tailored investment plans. Our objective is to understand your needs, plan for those needs and then provide a clear road map on how to reach your financial goals.

All documents, materials, representations, references, products, and advice given and/or received are solely from Rooke Capital Management. Insurance is offered through Rooke Insurance Services, an insurance company in the business of selling insurance products and soliciting insurance business. All products and materials presented and/or advised are through, and by, insurance agents acting on behalf of third-party insurance companies that compensate Rooke Insurance Services. Rooke Insurance Services, is regulated by the CA Department of Insurance as an insurance company. Brian Rooke and Rooke Insurance Services are licensed insurance agents in multiple but not every jurisdiction in the United States.

Rooke Capital Management and its financial advisors only recommend products for which a client or customer has met stringent suitability requirements under State Law, and equal or greater than requirements of the carrier or custodian. Suitability is only determined through direct communication with a licensed advisor, and no product is represented, warranted or recommended until a consumer has had direct contact with a licensed advisor.

Rooke Capital Management is not an investment advisory firm and is not registered with, or supervised by, the U.S. Securities and Exchange Commission or any state securities regulatory office. This is not an offer or solicitation for brokerage services, investment advisory services, or other products or services in any jurisdiction where we are not authorized to do business, or where such offer or solicitation would be contrary to the laws of that jurisdiction.

Annuity guarantees are backed by the financial strength and claims paying ability of the issuing insurance company. You should consult with your financial professional regarding the ratings of the issuing insurance company and how that may affect you. An indexed annuity does not participate directly in the stock market or in an index's gains or returns.

Annuities are long-term insurance contracts designed for retirement. Annuities are subject to surrender charge periods that can vary, but are generally between five and 10 years in duration. Distributions from an annuity may be subject to a surrender charge. Distributions are also subject to ordinary income tax and, if taken prior to 59 ½, a 10% federal tax penalty may apply.

Annuity riders may be available for an additional annual premium that may provide additional benefits and income guarantees.

A fixed indexed annuity is not a registered security or stock market investment. Although the contract value may be affected by the performance of an index, the contract does not directly or indirectly participate in any stock attributable to any such stock or equity investment. Not FDIC insured | No bank or credit union guarantee | Not a deposit | Not insured by any federal government agency.

Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser

Global Financial Private Capital has no affiliation with the website represented. Global Financial Private Capital is not responsible for their views and opinions, and makes no representations or warranties about the accuracy, reliability, completeness or timeliness of the content and does not recommend or endorse any specific information herein.

By contacting us you may be offered life insurance and annuity products for sale.

*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.