The Retirement Planners For People Over 50
OPTIMIZE INCOME - REDUCE TAXES - MANAGE RISK
At Rockridge Financial Services, you will work with Chris Woods, a CERTIFIED FINANCIAL PLANNER™ professional, who specializes in helping you prepare for dependable retirement income as well as addressing every aspect of your financial security. We do this by providing personalized 360-degree financial education and planning grounded in your unique situation.
Retirement is More Than Just A Number
AN EFFECTIVE RETIREMENT PLANNER NEEDS MORE THAN JUST FINANCIAL ACUMEN
If you've reached the age of 50. you're probably starting to envision what your retirement will actually look like.
- Will you have enough money to live comfortably?
- Will your investments be at risk?
- Will you be able to follow all the (changing) retirement finance rules to ensure you won't get penalized?
An effective retirement planner adds significant value with an approach customized to your specific needs and goals.
Education & Guidance
at Every Step.
And the first step is working with us to prepare a Complimentary Retirement Readiness Audit. This process produces a clear Asset Map of your unique situation. The Asset Map is the foundation for our Retirement Wheel Strategy, a 360-degree personalized approach to comprehensive retirement planning. With an understanding of where you stand and your aspirations, we put you in control with education and guidance at every step.
OPTIMIZE YOUR
ASSET ALLOCATION
Balance risk and reward based on your financial goals, risk tolerance, and investment horizon.
SAFEGUARD ASSETS
IN YOUR PORTFOLIO
Put appropriate personal
insurance in place.
ENSURE YOUR LEGACY
IS PROTECTED
Ensure your estate plan effectively distributes assets according to your wishes, minimizing legal complications and taxes.
Long Term Care
Pension
Insurance
Estate Planning
Tax Efficiency
Social Security
Risk
Asset Management
Who We Work With
PEOPLE WHO ARE RETIRED OR NEAR RETIREMENT
Retirement is now. Getting the first few years of retirement right can be crucial to long-term financial success. We demystify the process with comprehensive, sensible financial education and preparation for retirement, as well as ongoing support during retirement.
PEOPLE PLANNING FOR THEIR FINANCIAL FUTURE
Retirement is in the distance, but you're thinking ahead. We are here to provide sound and sensible financial education and advice for individuals and families working to build their savings. We can help you target long-term goals and navigate the hurdles that life may throw your way.
BUSINESS OWNERS
With more than 30 years of tax experience and small business ownership, we are well-versed in the needs of business owners. From tax planning to investment evaluation, we have the resources and expertise to help you make the best possible business decisions.