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

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding 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 a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

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