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Your vision. Our passion.

Your financial future—simplified.

I am…

Nearing Retirement

A Divorcing/Divorced Woman

A Professional

YOUR VISION. OUR PASSION

YOUR FINANCIAL FUTURE—SIMPLIFIED

Everyone deserves freedom, dignity, and peace of mind.

Bridge Financial Strategies understands this—and empowers you to achieve them.

Your Vision

We help you identify what is truly important to you—your deepest values—and make them the cornerstone of your financial plan. We guide you in developing your goals, design a customized strategy to reach them, and most importantly, ensure your strategy is implemented and maintained, so you can experience more of what matters to you.

Our Passion

Because we believe that everyone deserves freedom, dignity, and peace of mind, we are passionate about helping you achieve your financial goals. It is our pleasure and privilege to learn about your dreams, and then apply our skills and knowledge to help make them a reality.

Your Financial Future—Simplified

We combine tax planning and wealth management to give you the best opportunity for achieving your goals while living your life. We provide comprehensive and caring wealth-management services, along with investment management, tax planning, legacy planning, and insurance strategy.

Whether you’re approaching retirement or it’s still on the horizon, we invite you to learn more
about the services we offer, and types of clients we specialize in.

Is Bridge Financial Strategies right for you?

While we offer solutions for individuals and families in many different stages of life, at Bridge Financial Strategies we are uniquely
positioned to serve the following groups. If any of these describe you, we invite you to click and learn more..

Nearing Retirement

Let us help you protect and enjoy what you’ve worked hard to achieve.

Divorcing/Divorced Women

Get the expert financial advice you need during and after your divorce; be empowered to make confident financial decisions for a secure future.

Follow a manual added link

Professionals

Maintain your career focus while delegating your personal finance management to us.

Get Started

Book an appointment

BBB Rating: A+

As of 04/04/2023

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If a business has been accredited by the Better Business Bureau (“BBB”), it means BBB has determined that the business meets accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB accredited businesses pay a fee for accreditation review and monitoring for continued compliance and for support of BBB services to the public.

BBB Accreditation Standards represent standards for business accreditation by BBB. Businesses based in the United States and Canada that meet these standards and complete all application procedures will be accredited by BBB. The Code is built on the BBB Standards for Trust, eight principles that summarize important elements of creating and maintaining trust in business.

BBB accreditation does not mean that the business’s products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business’ product quality or competency in performing services.

Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

BRIDGE FINANCIAL STRATEGIES

  • (480) 378-2383

11111 N. Scottsdale Road, Suite 205
Scottsdale, AZ 85254

  • (480) 378-2383
  • (877) 395-1502

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Advisory services are offered through Bridge Financial Strategies, LLC, an Investment Adviser in the State of Arizona and where otherwise legally permitted. Bridge Financial Strategies is not affiliated with or endorsed by the Social Security Administration or any government agency. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. The information contained herein is not an offer to sell or a solicitation of an offer to buy the securities, products or services mentioned, and no offers or sales will be made in jurisdictions in which the offer or sale of these securities, products or services is not qualified or otherwise exempt from regulation. The information contained in this material have been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. Images , photographs, and videos are included for the sole purpose of visually enhancing the website. They should not be construed as an endorsement or testimonial from any of the persons represented. Investment recommendations require a review of an investor's objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

The inclusion of any link is not an endorsement of any products or services by Bridge Financial Strategies. All links have been provided only as a convenience. These include links to websites operated by government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. When you follow a link to one of these sites neither Bridge Financial Strategies, nor any agency, officer, or employee of Bridge Financial Strategies warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.

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