Our products and services can be mixed and matched to create a plan that serves your needs. If you don’t see what you’re looking for, simply ask. We’ve seen a lot over the years, and it’s likely we can help with what you need or put you in touch with someone who can.

Wills and Trusts

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Bridges Wealth Preservation has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice.

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.

Retirement Income Planning

No two careers follow the same path. Similarly, no two retirements are quite the same either. Everyone has different goals, needs, and strategies.

We take the time to listen to your needs and formulate a plan to help take you from the accumulation phase of your life to the distribution phase.

Whatever your plan is, whatever your retirement savings amount is, it is your money, and it’s important to you. Our firm can help you put together a retirement income plan. We’re ready to listen, and we’re ready to lend our experience.

Wealth Management

We think investing advice still means something to clients, and we personally believe advisers do add value to plans and portfolios. Nothing can protect an individual completely from market volatility, but we align our clients’ portfolios with their risk tolerances to help provide knowledge and comfort with their wealth management choices. It’s all about listening, planning, executing, and monitoring the plan we have in place in partnership with the people we serve.

Once we understand your situation, we can begin to construct a plan, using different asset classes and instruments, products, and services to deliver a holistic strategy. We can help compare your current portfolio with a suggested portfolio they create for you based on your own personal risk tolerance. With this comparison, you can easily see if your current portfolio is constructed in line with your tolerance for risk.

Tax-Efficient Strategies

Have you considered how taxes could impact the retirement income you’ve worked so hard to save?

There are many ways to approach taxes when planning for retirement, and Bridges Wealth Preservation can help you navigate your choices to find a strategy for you. We can work to help optimize your income and investment strategies to reduce your current and future tax burdens, to help make sure you keep as much of your hard-earned money as possible.

Long-Term Care

We all hope we’ll never need it, but being financially prepared for long-term care is an important step in mapping out your retirement plan. In 2022, the average cost for a semi-private nursing home room was $94,900¹, making it one of the costliest expenses that can occur in retirement.

At Bridges Wealth Preservation, we believe it’s crucial to have a strategy for funding long-term care without draining your retirement assets. We can look at options to help discern which route is right for you so that you can worry less about the cost and focus more on your health and comfort.
1. Cost of Long Term Care by State | Cost of Care Report | Genworth

Legacy Planning

The goal of estate planning is to help you ensure the wishes you have for your assets are met. After over 35 years in the business, we’ve seen a lot and know the importance of having your estate and legacy properly allocated.

The concept of estate planning is a simple one, but the vehicles, planning, and implementation processes can be quite complex. We can walk you through the process to help provide added confidence in your legacy planning.

IRA/401(k) Rollovers

Many retirees choose to roll over their 401(k), pension, or other work-sponsored accounts into an independent retirement account. With so many different options to choose from, individuals can often feel overwhelmed and make choices that are less than optimal for their financial situation.

Bridges Wealth Preservation helps retirees understand the pros and cons of their choices so they can make decisions that help them work toward their financial goals in retirement.

Social Security Optimization

Social Security is the United States’ federal Old Age, Survivors, and Disability Insurance (OASDI) program. ¹ It’s overseen by the Social Security Administration. The program is complicated, but essentially, if someone has paid into the program for 10 years or more, they’re eligible to receive benefits starting at the age of 62. If a person chooses to defer their Social Security they’re eligible to receive a higher monthly benefit. This means some people wait until 67 or even 70 before they begin drawing on Social Security. Everyone will have a different plan depending on their income needs and specific situation.

There are also options for survivors’ benefits and disability benefits available through Social Security to qualifying participants. The program—in effect since August 14, 1935—has changed over the years to continue to provide security for retirees. Because it’s an old program, and because the rules have been changed many times and grown in complexity, it is important you speak to a professional who could help you map out what you can expect from the program.

Call our team. We’re versed in the seemingly complicated and upsides of the Social Security program!

1. Old Age, Survivors, Disability Insurance (OASDI) Program Basics (

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.


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