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Our Services

How We Work

With the vast resources of Rock Bridge Financial Advisors, we serve individuals and businesses with a personalized approach to all their life's financial needs including:

  • Retirement Planning Strategies
    Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Asset management strategies before and during retirement.
  • Estate Planning Strategies
    Helping with strategies to preserve your estate for your intended heirs. Potentially reducing exposure to estate taxes and probate costs.
  • Insurance Planning
    Coordinating with tax and legal advisors.
    Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the ideal policy for your situation.
  • Education Funding Strategies
    Recommending investment and accumulation strategies to help you pay for your children’s education.
  • Investment Planning
    Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending appropriate investment vehicles to help you reach your goals.
  • Employee and Executive Benefits
    Helping your business attract and retain qualified employees through benefit packages.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (573) 875-8005