WHO WE ARE
Rockbridge Investment Management is an independent, fee-only registered investment advisory firm that helps families make sound financial decisions. Our unbiased approach to financial planning allows us to provide actionable, straight forward advice to Co-op 401(k) Plan participants at a reasonable cost.
Our goal is to help participants retire successfully through an investment philosophy proven in academia coupled with comprehensive financial and retirement planning strategies.
Initial conversation for us to learn more about each other and see if we are a good fit.
Create comprehensive financial and investment plan.
Review plan and discuss action steps.
Implement advice and review plan on an ongoing basis as life changes.
Fair question. Our biggest point of distinction is that all of our services, strategies, and advice are centered on ensuring that your unique goals, challenges and opportunities are the driving force behind your financial activities. We have built a team of industry professionals with the ability to provide advice regarding all aspects of financial planning at a reasonable cost.
QUESTIONS WE CAN ANSWER
- Am I on track to retire and how much can I spend in retirement?
- How should my assets be invested and how much should I be saving?
- What tax and estate planning strategies should I consider?
- What is the optimal Social Security (etc.) strategy?
“SOUNDS GREAT, WHAT’S IT COST?”
We charge .48% on the first $100,000 we manage in the Co-op 401(k) Plan and .24% on assets above $100,000. Fees matter, which is why we charge 1/3rd of the industry average
Ready to get started?
If you’re ready to start planning for a brighter financial future, Rockbridge is ready with the advice you need to achieve your goals.