ROCKRIDGE FINANCIAL SERVICES

Rockridge Financial Services is a small, independent financial advisory firm that specializes in retirement planning for people over 50. We believe in a comprehensive approach to financial planning... We believe in a comprehensive approach to financial planning. A proper financial plan should include more than asset allocation. It should provide ways to optimize income, provide strategies to manage and or reduce taxes, evaluate risks inside your portfolio through asset allocation and outside your portfolio through personal insurance, and help you plan to protect your legacy through estate planning... Your retirement is more than just a number to us. You've worked hard your entire life to get to this point. You've saved and made good financial decisions, and now it's time for that hard work to pay off. Here at Rockridge Financial Services, we believe you need more than just a sound investment strategy to succeed in retirement. We will strive to ensure your retirement is structured to..

Primary location: Lakewood United States