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.
Helped with a college savings strategy to meet their goals of paying for 50% of their children’s college costs.
Analyzed Emily’s options regarding her New York State teacher’s pension and recommended the option that best fits their retirement goals.
Helped them understand how Social Security impacts portfolio withdrawals depending on when they elect to receive the benefits.
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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