At Rockbridge, we take a holistic approach to personal wealth, and home buying is the single biggest transaction most of us will ever make. We have simplified the process through an easy to understand white paper on what to expect when purchasing or refinancing a home. The paper provides valuable information on the major considerations and describes how to get the best deal for your individual situation.
When you have personal financial planning questions, please contact us. As an objective advisor, we can often provide clarity and insight when making important financial decisions.
Download here: Rockbridge Investment Management – Home Mortgage Search Process
Kick-Start Your Child’s Retirement Savings by Rolling Over Unused NYS 529 Plan Assets