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.
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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.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Couples may be able to head off many of the problems in a marriage that money can cause.
It's important to understand how inflation is reported and how it can affect investments.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you should be saving for college.
This calculator can help you estimate how much you may need to save for retirement.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Here are five facts about Social Security that might surprise you.
The market is as unpredictable as the weather. We’d love to help you prepare.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Around the country, attitudes about retirement are shifting.