Jan 21

Finding Advice for More Modest Retirement Investments

by Geoff Wells

The New York Times recently published an article about the various ways people are using the web for retirement planning.  More and more companies are trying to find solutions to help people with less than $500k in assets manage money in a similar fashion to large pension funds.

At Rockbridge, we have cost effectively been doing this for 20 years, with real service, and not just software.  We are also able to provide judgment and credibility that the online platforms are still lacking.  With financial decisions, a face-to-face personal interaction cannot be overlooked!

About the Author

Geoff Wells is a Certified Financial Planner at Rockbridge Investment Management. “My interest in financial planning grew from assisting friends and coworkers with their retirement plans. Over time, I developed a knack for simplifying overly complex financial topics. After several years into my aerospace career, I knew that helping people with their personal finances was my professional calling. I feel extremely fortunate to have joined Rockbridge with its fee-only advisory model and remarkable team approach to financial planning.” Geoff is a graduate of the CERTIFIED FINANCIAL PLANNER™ Certification, Ohio State University Finance (M.S.) and MBA, Kelley School of Business, Indiana University, with a Mechanical Engineering (B.S.), University at Buffalo.
Learn more and/or Contact Geoff


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