In 1966, Robert Linton, the owner of Fidelity Union Life Insurance Agency started a mission. His primary focus was to offer life insurance and annuities to college seniors and graduate students. The foundation he laid was designed to establish financial security for real world challenges college students would face.
We have grown! Additional insurance carriers were brought into the fold, including medical, disability and long-term care coverage. In the mid-'80's mutual funds were also added to the queue. With the availability of these additional products, strategies relating to college funding, retirement planning and estate planning strategy services were added. In 2021, we officially became Rock Bridge Financial Advisors.
Today – Rock Bridge Financial Advisors takes a broad spectrum approach in serving our clients to support and strengthen their financial well-being. Initially, new clients engage in the planning process to discuss their unique goals, priorities and challenges they wish to address. The next step is to take action, addressing each component of the financial plan. Periodic review and adjustments are critical to keeping their plan on track.
In The Future – The financial services industry has changed a lot since 1966, providing more options for the consumer to choose from. We can only speculate as to what additional products and services will come into play in the years ahead. You can rest assured Rock Bridge Financial Advisors will be there for our clients, to navigate the complexities of the financial world, at every step.