Jul 18

Client Care: Beyond Investing

by Geoff Wells

Although our name is Rockbridge Investment Management, there are many services that we provide to our clients beyond managing investments.   We wanted to share just a few of these additional skills with our clients.

General Questions

We are here for you as an ongoing resource for every financial question, big or small.  Please ask!

Retirement Income Planning

Investment management is only part of the retirement picture. We are able to plan for what your retirement will look like by combining all sources of future retirement income.

Pension Analysis

If you have a pension, the decision on how to start collecting on the pension is one of the biggest financial decisions you will make.   We can look at the context of the available pension options and your other financial assets to optimize your available retirement spending.

Insurance Evaluation

While we don’t sell any insurance products, we are knowledgeable in life, health and long-term care insurance products.  We can help provide context to how much insurance you need and where the best place is to purchase it.

Social Security Strategies

Often unrealized, Social Security will still provide the backbone of your retirement spending.  There are many different options available for claiming Social Security.  Making sure the right selection is made can have a substantial impact.

Estate Planning

We can help lead you through many complex estate planning scenarios and work with your attorney on finalizing your optimal estate plan.

Tax Planning

There are many ways to optimize your savings and retirement withdrawals by understanding the complicated tax laws.  We have the expertise to understand how your investments and taxes interact.

College Savings

Tuition bills have skyrocketed in the last decade.  We cannot help reduce the cost of tuition, but we can make sure you are saving and paying for college in the most cost effective way for your children.

401(k) Recommendations

Before retirement, employer retirement plans are often the easiest and best way to save.  Even though we cannot directly manage your personal 401(k) account, we can provide guidance on which investments should be in the account.

If you have questions relating to any of the topics listed and more, please feel free to contact us.  Rockbridge has firm-wide expertise to help you achieve your financial goals

About the Author

Geoff Wells is a Certified Financial Planner at Rockbridge Investment Management. “My interest in financial planning grew from assisting friends and coworkers with their retirement plans. Over time, I developed a knack for simplifying overly complex financial topics. After several years into my aerospace career, I knew that helping people with their personal finances was my professional calling. I feel extremely fortunate to have joined Rockbridge with its fee-only advisory model and remarkable team approach to financial planning.” Geoff is a graduate of the CERTIFIED FINANCIAL PLANNER™ Certification, Ohio State University Finance (M.S.) and MBA, Kelley School of Business, Indiana University, with a Mechanical Engineering (B.S.), University at Buffalo.
Learn more and/or Contact Geoff


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