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David Chase · Coachella Valley & Southern California

What if your retirement income was guaranteed… no matter what the market does?

Business owners who build real wealth aren't always the ones with the biggest revenue. They're the ones who figured out how to keep more of it.

Book My Free 20-Minute Call Learn About David
Does This Sound Familiar?

You work hard. But are you keeping what you earn?

Most business owners are leaving serious money on the table — not because they're not working hard enough, but because nobody's connecting the dots.

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Working for the IRS more than yourself

You started a business to build something meaningful — not to become the government's most reliable revenue source. If you started your business for freedom, let's reclaim it.

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One-size-fits-all financial advice

Generic advice doesn't fit your situation. You're a business owner, solopreneur, or independent professional — you need a strategy built around your reality, not someone else's.

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Wondering if your accountant is missing something

Your accountant files your taxes. Your advisor manages a retirement account. But nobody's looking at your full financial picture — and that gap is costing you.

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Leaving funding on the table

From tax credits to business capital, there's money available to business owners that most never access — simply because nobody told them it exists.

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No clear exit or retirement plan

Whether you're planning to sell, pass on, or wind down — most business owners reach that moment without a strategy. We make sure you're ready on your terms.

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Revenue without real wealth

High revenue is exciting. But without a strategy to convert it into lasting wealth, it flows in — and flows right back out. Let's change that equation.

David Chase
35+ Years in Business
About David Chase

Built by someone who's been where you are.

I spent 35 years as a manufacturer's representative, working with business owners across every industry you can imagine. I learned something in those years that changed how I see everything: the business owners who build real wealth aren't always the ones with the biggest revenue — they're the ones who figured out how to keep more of it.

When I made the decision to change careers in my mid-50s, people thought I was crazy. But I'd seen too many business owners — smart, hardworking people — who didn't have anyone looking at their full financial picture.

That's what we do at Rocket Wealth. We help small business owners create more revenue cost-effectively — not by working harder, but by making smarter decisions with the money that's already flowing through their business.

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Tax strategists, investment advisors & business consultants — all under one roof, so nothing falls through the cracks.
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Serving business owners in the Coachella Valley and across Southern California.
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300+ clients served with over 1,000 effective financial strategies implemented.
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15+ years of successful practice at Rocket Wealth Financial Services.
What We Do

Six ways we help you keep more of what you earn

Our team brings together specialists in every area of business finance — so you get a strategy that works as one system, not isolated pieces.

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Tax Reduction Strategy

We go far beyond what your accountant does at year-end. We build proactive tax strategies that legally minimize what you owe year-round — converting expenses into assets, accessing credits, and restructuring how your business pays you.

Most Popular
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IRS-Funded Retirement

A proprietary strategy that lets you finance your retirement using your tax savings — and when combined with smart financing, can potentially quadruple your retirement savings. Your guaranteed income, regardless of market conditions.

Signature Program
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Business Funding & Capital

From startups seeking growth capital to established businesses pursuing expansion — we connect you to funding sources most business owners never knew existed, on terms that actually make sense.

Growth Stage
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Debt Elimination

Structured programs designed to systematically eliminate business and personal debt, freeing up cash flow that can be redirected into wealth-building assets and retirement vehicles.

Cash Flow
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Investment Advisory

Personalized investment strategies that align with your business timeline, risk tolerance, and retirement goals. Not off-the-shelf portfolios — a plan built around your specific situation.

Wealth Building
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Exit Planning

Whether you're planning to sell, transition, or pass down your business — we ensure you're positioned to maximize the value you've built and walk away on your own terms.

Legacy
In David's Own Words

Straight talk from someone who gets it

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You didn't start your business to become a tax expert — but here you are, wondering if you're leaving money on the table.

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David Chase Founder, Rocket Wealth
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After 35 years of working alongside business owners, I've learned that the ones who keep the most aren't necessarily the ones who earn the most.

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David Chase Founder, Rocket Wealth
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What if keeping more of your revenue was simpler than you think? That's the conversation I have with business owners every day.

D
David Chase Founder, Rocket Wealth
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If any of this sounds familiar, let's have a conversation. No pitch — just straight talk about what's possible for your business.

D
David Chase Founder, Rocket Wealth
Who I Help

Built for owners who play the long game

If you're building something real — and you're tired of financial advice that doesn't account for the complexity of running a business — you're in the right place.

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Small Business Owners

Brick-and-mortar or service-based — if you're generating revenue and want to keep more of it, we're built for you.

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Solopreneurs

Flying solo doesn't mean flying blind. We build custom financial strategies for one-person businesses doing serious revenue.

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Independent Professionals

Doctors, attorneys, consultants, contractors — your income is complex and your financial strategy should match it.

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Startups Seeking Growth

Need capital to scale? We help early-stage businesses access funding that aligns with their growth trajectory.

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Owners Planning Their Exit

Thinking about selling or transitioning? We help you maximize your exit value and plan the next chapter.

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Local Coachella Valley Businesses

Proudly serving the Coachella Valley and Southern California — we understand this market because we're in it.

How It Works

From first call to financial clarity — in four steps

No complicated onboarding. No pitch. Just a clear process designed to get you results fast.

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Book Your Free 20-Minute Call

No sales pitch — just a real conversation about your current situation, your biggest financial frustrations, and whether we're the right fit. You walk away with clarity, regardless of what you decide.

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We Audit Your Full Financial Picture

Our team of tax strategists, investment advisors, and business consultants reviews everything — taxes, funding access, debt structure, retirement readiness, and exit positioning — as one integrated picture.

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You Get a Custom Strategy

Not a template. Not generic advice. A strategy built specifically for your business, your goals, and your timeline — with clear steps and measurable outcomes you can track.

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We Execute and Optimize Together

We're not a one-time consultation. Our team works alongside you as your business evolves — adjusting your strategy, accessing new opportunities, and making sure nothing falls through the cracks.

Let's Talk

Twenty minutes. No pitch. Just possibilities.

If you're a business owner in the Coachella Valley or anywhere in Southern California, and you've ever wondered whether there's a better way — fill out the form below and let's find out what's possible together.

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You're on the calendar.

David will be in touch within one business day to confirm your 20-minute call. No pitch — just straight talk about what's possible.

🔒 100% Confidential. Your information is never shared or sold. This is a no-pitch conversation — just straight talk about what's possible for your business.