Our Services

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.