DEVELOPING INNOVATIVE FINANCIAL STRATEGIES

ACHIEVING LASTING SOLUTIONS

PHILOSOPHY

Rotchford & Associates was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry.  We strive to help create financial stability and security to provide financial independence for all of our clients.

REALIZATION & SUPPORT

A solid road map allows you to measure and realize your goals.  We focus on realistic programs designed specifically for each individual client and we support you in recognizing and achieving those goals.  Reviews are held as often as necessary to assist you and help you stay on track.

ADVISORY & FINANCIAL
SERVICES

 

Invest wisely!  Lower risk, combined with lower investment expenses using investments that match your goals is a key focus.  Similarly, developing the right portfolio of insurance products is an essential step towards a comprehensive financial program or estate planning.  Ask us for an analysis of your current profile.

RISKSCORE

What is your comfort zone with risk, when it comes to your portfolio?

JR Rotchford
Anthony Carrao*
 
 

Strategy

is the first step in planning. How do you handle risk?  What are your goals?  When do you want to reach them?  Our Personal Confidential Profile will help us determine the right strategy for you.

Insurance Planning

is often overlooked.  Ignoring or overlooking this important aspect of a financial plan can have dire consequences.  Ridge Capital always considers proper integration of life insurance in a financial plan.

Model Portfolio

allows us to assign your account to a specific model based on risk, volatility, and return assessments.  These models have been developed through decades of trading experience.  Offered through Ridge Capital Advisors LLC.*

Retirement Planning

should be performed understanding exactly where you are today financially and knowing when you want to reach your retirement goals.  Creating a workable plan to reach your future income is a key focus in retirement planning.

Money Management

can be utilized by engaging some of the top outside Money Managers in the world or in-house using a specific plan tailored just for you or using our model trading platform offered through Ridge Capital Advisors LLC.*

Estate Planning

is not only for the wealthy.  Whether you have assets to pass on when you are gone or want to start now planning that legacy, there are strategies we can employ to help you with wealth transfer.