“You gotta have a plan!”
This was the rallying cry of Bonnie Smith, a financial planner who worked extensively with Local 659 and 598 UAW union members. For 30 years, Bonnie served the UAW through countless events — fundraisers, cookouts, workshops, labor outings and more — while striving to help auto workers and their families make informed financial decisions and build confidence in their financial futures.
Following Bonnie’s lead, Bridge Wealth Management continues to support Union labor. All of our marketing and promotional materials and print materials are union made in the USA and we support organizations tied to the UAW, including United Way, Old News Boys and more.
Finally, we offer a free introductory planning service to Union members and their families -- a $900 value -- that includes a retirement analysis and net worth statement. We also provide professional investment management of your 401(k) for only $25 per month.
We’re here to help you live the lifestyle you desire!
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.