- Connect and Discover Understanding your unique financial situation
- Goal Setting Identifying and understanding your goals
- Data Analysis Reviewing your existing situation and identifying potential opportunities
- Recommendations Offering options for improving outcomes
- Implementation of Plan Working with you to execute the agreed-upon plan
- Review and Update Regular meetings to make minor adjustments as needed
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BRIDGE FINANCIAL STRATEGIES
11111 N. Scottsdale Road, Suite 205
Scottsdale, AZ 85254
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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.
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