Our clients come in all shapes and sizes with varying income levels, unique challenges, and different goals. We offer customized planning for each client based on individual circumstances.
Modeled how much they need to save, how long they need to work, and what adjustments they should make in their plan in order to replace their current lifestyle in retirement.
Discussed what their legacy goals are (ie. how they want to transfer their wealth to the next generation) and implemented strategies on how to transfer wealth tax efficiently.
Analyzed different options for health insurance prior to Medicare eligibility, and managed their taxable income so they qualify for subsidized health insurance.
Relieved Laura of the tax preparation burden, and consequently, uncovered some opportunities to do Roth Conversions before Social Security starts/they are in a low income tax bracket.
Saving for Retirement:
Mark & Mary
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Retirement: Emily & John
David & Linda
Anne & Paul
Sean & Laura
If you’re ready to start planning for a brighter financial future, Rockbridge is ready with the advice you need to achieve your goals.
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