Successful retirement planning is not just about accumulating assets. It’s about spending them meaningfully throughout your life. It’s about minimizing the guesswork involved in the most important retirement question: How am I doing so far?

Rockbridge’s retirement planning services offer lifelong structure to guide you through accumulating, preserving and enjoying your family wealth. We help you gather and organize the otherwise disparate components involved:

  • Tax-wise investing (taxable and tax-sheltered account management)
  • Sources of retirement income (retirement plans, pension plans, Social Security and more)
  • Withdrawal planning based on your desired lifestyle as well as market conditions
  • Estate planning needs
  • Enjoying your leisure time!