Axa Advisors

 


 

 

 

 

 


 

ROCKBRIDGE FINANCIAL GROUP

12377 Merit Dr. Suite 1500, Dallas,TX ,  75251

 

 Mark Jenison, CFP®   972-455-9062 

Jonathan Cott, CFP®   972-455-9037


 

Rockbridge Financial Group provides financial services and wealth protection strategies to pre and post retirees, business owners and fortune 1000 business executives throughout the Dallas/Fort Worth Metroplex.

 

We are positioned as the "go to" firm for financial services. Through top quality planning, excellent personnel and strategic business relationships our clients can expect superior service. We strive to provide financial strategies, beyond expectations, that will always serve in your best interest.

 

We will uphold the highest of ethics and integrity and it is our desire to exceed your expectations of service and provide you with only the best financial services. We sincerely care about you, your family, and your dreams.

 

We are determined to finish what we start and deliver what we say. This is our promise to you!

 


 

CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards,Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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Newsletters

HOT TOPIC: What's Ahead for 2010?

Economists expect the economy to grow by a respectable 3% in 2010, but they don't hold out much hope for the employment situation. What else can investors and consumers expect from the coming year?

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

HOT TOPIC: Does the Estate Tax Have a Future?

For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

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