At Rock Bridge Financial Advisors, the focus is always on finding the right solution for you. When it comes to finding a financial advisor, Michael McCuistion emphasizes two things about the firm where he has been owner and principal since 2005: “We have the client’s best interests at heart, first and foremost. And we are experienced and competent professionals, focused on addressing client needs, wants, and wishes.”
The opportunity to help enact positive change in someone’s life is a driving factor for the entire team, as they know that the right financial advice can truly make a difference. “I value the opportunity to help others on their unique financial journey,” says James Henderson, investment advisor representative.
Helping clients save and invest through strategies created especially for them means advisors have been able to share special moments that may not have been otherwise possible. Sandy Dorson, investment advisor representative, says nothing makes her happier than helping a client plan for retirement and other huge life events. She also says one goal for every advisor should be telling a client they can retire early.
In fact, a comfortable retirement can be achievable for almost anyone through the right strategies and timing, says Brian Pulliam, investment advisor representative. “It may not be as huge of an obstacle or deep hole as you might think,” Pulliam says.
Pulliam says he sees the financial services industry progressing more toward retirement income planning over the next five years. More and more clients will be looking for help as they try to fit assets together for less risk and make a plan that keeps pace with inflation, he says.
Henderson says he believes financial technology will continue to evolve as clients communicate what areas are important to them. “Our job is to talk openly with our clients and anticipate how we can stay on top of their changing needs and what tools can help us do that,” Henderson says.
For anyone interested in starting a career in the financial services industry, Brian Heydn says Rock Bridge Financial Advisors is the perfect place to begin. “The technological tools and resources available provide a strong foundation for those who may be interested,” says Heydn, administrative assistant who also handles marketing. “The growth ceiling is high.”
And the work is always rewarding, as McCuistion knows all too well. “It has been very rewarding to have served a number of our clients for 20 years or more. Our clients come to us seeking beneficial recommendations to address financial goals and plans for their future,” McCuistion says. No matter where you are in your retirement planning journey, McCuistion says it’s important to remember that there are only three things you can do with a dollar: “Spend it, save it, or give it away. You get to choose which you do with every single dollar you have.”
Michael McCuistion, Sandy Dorson, James Henderson, and Brian Pulliam are registered Representatives offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera firms are under separate ownership from any other named entity.
ROCK BRIDGE FINANCIAL ADVISORS | 630 E. GREEN MEADOWS ROAD, COLUMBIA MO 573-875-8005 | ROCKBRIDGEFA.COM