Oct 21

The Road to Retirement

by Patrick Rohe, CFP®

Managing clients’ financial assets is at the heart of what we do here at Rockbridge.  However, having a well thought out investment portfolio will only get you so far if every facet of your financial life is not addressed correctly or on time.  Rockbridge is here to help you answer all these tough questions and prepare you and your portfolio for all that lies ahead on this road to retirement.

 

road-to-retirement

Proper planning allows you to answer these questions and not miss any needed exits along the way. Rockbridge is here, as your financial PARTNER, ensuring you a smooth journey down “life’s road” well beyond your exit for retirement!

About the Author

Patrick Rohe CFP is a Certified Financial Planner at Rockbridge. “Upon graduation from Cornell University, I was recruited by a large brokerage firm. After months of sales training and minimal help in understanding even the basics of investing, I quickly learned that the brokerage firm model was not for me. I then made the transition to Rockbridge, a fee-only financial planning firm, where I truly enjoy helping people and making a difference in their financial lives!”. Patrick is a graduate of the Applied Economics and Management and Animal Science (B.S.), Cornell University, and the CERTIFIED FINANCIAL PLANNER™, (CFP®) program. Learn more and/or Contact Patrick.


You Might Also Like

Other articles filed under Family Finances

Avoiding Financial Scams and Identity Theft Slams

May 24, 2017
Young or old, wealthy or poor, online or in person … Nobody is immune from financial scams and identity theft slams. No matter who you are or how well-informed you may be, the bad guys are out there, daily devising...
Continue Reading

Market Commentary- April 2017

April 24, 2017
Stock Markets The accompanying chart illustrates the diversification story. It shows returns in several markets over both the March and December quarters. The upward sloping blue columns of the December 2016 quarter show an increase from the low (4% loss)...
Continue Reading

I Thought Interest Rates Were Going Up – What Happened?

April 21, 2017
On March 15, 2017, the Federal Reserve increased interest rates for just the third time since the financial crisis in 2008-2009. Investment theory tells us when interest rates rise, bond prices fall, so rising interest rates are bad for bond...
Continue Reading

Market Timing – A Losing Game

April 17, 2017
The stock market crash of 2008-2009 is a very recent memory for many investors who still bear the scars from the experience. At Rockbridge, we also have prospective clients who walk into our offices saying that they haven’t recovered yet...
Continue Reading

Unique Planning Opportunities with TIAA Traditional

March 23, 2017
Teachers Insurance and Annuity Association, better known as TIAA was founded almost 100 years ago (1918). TIAA provides retirement plan solutions for a majority of the higher education institutions in the United States. One type of investment, called the TIAA...
Continue Reading

‹ Back to Blog Home

getting started is simple

315.671.0588 info@rockbridgeinvest.com Schedule a meeting Sign Up for Our Newsletter