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 35 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 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 how retirement would look given different scenarios. The recommendations we make are the result of a lot of time spent discussing how we can help you reach your retirement goals, not ours.
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
Estate and Legacy Planning
IRA/401(k) Rollovers
Social Security Maximization
GET YOUR COMPLIMENTARY RETIREMENT REVIEW
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