Your Dreams Matter
At Bridge Wealth Management, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial needs and concerns.
The Bridge Wealth Management Process
1. The Discovery Meeting
At our initial meeting, we will conduct a discovery interview. This will identify the obstacles you face in achieving your financial goals. We will look at where you are, where you want to go and how we can maximize the possibility of getting you there.
2. The Investment Planning Meeting
This is where we present our complete diagnostic of your current financial situation and our recommendations for how to help you bridge the gaps in order to reach your goals. This plan will form the foundation for all of our work together. Since we are looking for a lifelong relationship, we encourage you to take the time necessary to be completely comfortable with the plan before taking the next step.
3. The Mutual Commitment Meeting
At this point, we will be ready to make a mutual decision about whether our firm can add substantial value and, if so, how to proceed. If you decide to work with us, we will make a mutual commitment to work toward achieving your goals. Together, we will execute the documents necessary to put your investment plan in motion.
4. The 45-Day Follow-Up Meeting
At this meeting, we will help you organize all of your paperwork. We will also answer any questions you may have so that you understand exactly what is happening with your money.
5. Regular Progress Meetings
These meetings, scheduled at your convenience, give us an opportunity to review any major changes in your personal or financial situation since our last meeting and determine if these changes necessitate adjustments. We will also review your overall progress toward your long-term financial goals.
We offer services in these three areas:
Prepare for retirement by putting your hard-earned assets to work.
Retirement Income Strategies
Protect the assets that can help you live the retirement you’ve always imagined.
Asset Protection Strategies
Long-Term Care Strategies
Provide for the people and causes you care about the most.
IRA Legacy Planning
We can also refer you to professionals who provide the following services:
Ready to take The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.