MAKING YOUR MONEY LAST
At Bridges Wealth Preservation, we know Americans are concerned about making their hard-earned savings last throughout retirement, and we understand why they’re concerned. After over 38 years in service, we have found that many Americans haven’t saved enough for retirement and are delaying their plans.
We are dedicated to two things: our independence and our clients.
That’s why we focus on listening before we develop a plan for what you, as an individual, need. One size doesn’t fit all. Retirement income strategies should be tailored to fit your needs.
We’d love to help you get your retirement where you want it to be. Let us know your needs today!
OUR PROCESS
Discuss
We start with a personalized, friendly discussion about what is important to you over the next 10, 15, even 20 years. We talk about your current financial situation, what you like, and what you would like to change. The initial meeting is all about you and whether the services we provide are in alignment with what you need.
Assess
After we listen to what you need, we will help you assess your income needs. We can help determine the amount of income you feel is adequate, considering your basic needs as well as income for your lifestyle. You’ve worked hard over your lifetime – let’s try to make sure you enjoy retirement.
Design
After discussing your needs and desires for a sustainable lifetime income, we prepare various models showing ways retirement may look given different scenarios. The recommendations we make are the result of a lot of time spent discussing ways we can help you reach your retirement goals, not ours.
SUBSCRIBE AND LISTEN!
The Bridge the Gap podcast covers key financial planning areas and offers helpful and timely tips for listeners at any stage of their retirement journey.
OUR SERVICES
We offer a wide range of financial services to help make your ideal retirement a reality.
Retirement Income Planning
Wealth Management
Tax-Efficient Strategies
Long-Term Care
Legacy Planning
IRA/401(k) Rollovers
Social Security Optimization
Insurance products are offered through the insurance business Bridges Wealth Preservation. Bridges Wealth Preservation is also an Investment Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products. The insurance products offered by Bridges Wealth Preservation are not subject to Investment Advisor requirements. Bridges Wealth Preservation and IPW are not affiliated companies.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Bridges Wealth Preservation is not affiliated with or endorsed by the U.S. Government or any governmental agency.
GET YOUR COMPLIMENTARY RETIREMENT REVIEW
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