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Retirement Planning Consultation

Accounting
Service Details
Assessment of your current risk exposure and strategies to ensure your financial plan matches your comfort with risk and investment timeframes.
About River Rock Financial

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

 

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

 

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

As a financial professional, I am committed to helping people just like you create solutions for their retirement assets. Once I understand your risk tolerance, time horizon and goals, I’ll work diligently to develop a program that carefully balances investment strategies with preserving principal as well as minimize your taxes.