Arizona Tax Credit Information
Who We Are and What We Do
At Bridge Financial Strategies, we have one goal: Help women achieve financial security. We have developed and refined a process that aligns every aspect of our clients financial lives and prepares them to address any event on the horizon. No matter where you are today, we will connect the various pieces of your wealth management puzzle with our disciplined, personalized approach. When you work with Bridge Financial Strategies, our team will help you:
- Feel confident in your financial future. The financial world and markets may bring uncertainty, but that doesn’t mean you have to feel the same in your financial life. From day one, we’ll work with you to uncover every concern and question you have, and then provide the guidance you need to move forward with confidence.
- Be prepared during life changes. We help women in transition make informed financial decisions and secure their futures. Whether you are going through a divorce, facing widowhood, or entering retirement, we will help you strategically and comfortably enter your new life chapter and preserve your wealth.
- Have an experienced guide and ally by your side. We deeply invest our time and concern in the clients we serve, and care for each person like family. You can expect a meaningful relationship, regular conversations, and personalized guidance through every life milestone and market environment.
- Streamline your financial life with one central resource. From divorce strategies to financial strategies to annual taxes and beyond, we can support your entire financial world — so you always know where to turn for answers and guidance.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Request our Free Women and Investing Guide
A Financial Guidebook for Women
Women investors face many challenges to building wealth and securing their financial futures. We developed this resource as a guidebook for women who are seeking perspectives on how to take control of their financial lives. We hope you find useful information that helps you make the most of your financial well-being today and every day.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Learn when it may not make sense to file a claim on your home insurance.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Good employee health can be great for the company’s bottom line.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator demonstrates the power of compound interest.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your capital gains tax.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A special needs trust helps care for a special needs child when you’re gone.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.