About Us

Rockbridge for Retirees

Our clients have worked a lifetime building their wealth and during that time have placed a lot of time, effort, and thought into how and when they will ultimately retire. When that day finally arrives, it can mean wonderful new opportunities but can also bring uncertainty.  We all want to be assured of a bright future, especially in our retirement years, and our team of experts can help you with the knowledge and planning strategies to help ensure your retirement is a long and enjoyable one.

A custom plan for logical and professional asset management and distribution strategies.

Managing the growth and protection of assets.

Optimizing tax efficiency and growing assets tas deferred.

Creating creditor protection from assets while still growing and distributing assets to account holders.

Helping to ensure net worth passes efficiently and seamlessly to the next generation and/or charity or organization of personal choice.

California Insurance License #: 0D10028

Arkansas Insurance License #: 2221337

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Rockbridge Financial is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

IMPORTANT: The names of all companies under the formerly-used AXA brand name have been updated under Equitable, the brand name of Equitable Holdings, Inc. and its family of companies. As we work to completely revise all of our website content, advertising, and other communications, you may occasionally see a remaining and inadvertent reference to some variation of "AXA", which should be disregarded and will be corrected as soon as possible.

Link to equitable.com

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