Our Services
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.
michael.mccuistion@rockbridgefa.com | (573) 875-8005