Multiple areas of expertise in one location.
Chris Woods is a CFP® professional. For more than 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements and commit to CFP Board's ethical standards that require them to put their clients' interests first.
Robert Hayes is an Enrolled Agent with the IRS. An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards.
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 help you achieve your dreams, accomplish your goals, and establish a legacy that will live on for many years to come. With our comprehensive, goal-based planning approach, you will feel equipped with the education, confidence, and know-how to move your retirement forward. You will have peace of mind knowing that you have addressed many of retirement's most significant obstacles and will feel free to live the life you've worked so hard to create. No two plans are the same, and we're looking forward to helping you build yours.
Social Security is far more complicated than most people realize. Your decisions can have a tremendous impact on your retirement income. This informative seminar covers what you need to know about Social Security and reveals strategies for maximizing your benefits.