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.
Implemented the “Backdoor Roth” contribution strategy, as well as the “Mega Backdoor Roth” IRA strategy specific to Lockheed Martins 401(k) plan.
Calculated how much term life insurance is sufficient to protect them in the event of an untimely death.
Relieved Mark of the tax preparation burden and consequently uncovered some opportunities to do Roth Conversions before Social Security starts, as they are in a low income bracket.
Saving for Retirement:
Mark & Mary
+ View more
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.
Schedule a Call
Sign up to receive email updates and timely commentary from the Rockbridge team