STOP ROWING.
START SAILING.
Philip T. Purpura, CFP®
For more than 30 years, Philip has helped individuals, families, retirees, pre-retirees and Federal employees navigate important financial decisions with greater clarity and purpose.
As a CFP® professional, the focus goes beyond the portfolio to coordinate retirement income, investments, taxes, Social Security, estate planning and risk management.
Learn MoreFinancial planning should start with your life—not just your investments.
The goal is to understand where you are, what you're working toward and how the different parts of your financial life can work together.
Comprehensive Financial Planning
Retirement planning, investment management, tax planning, estate and legacy planning, Social Security and retirement benefits, and insurance and risk management.
People Planning for What Comes Next
Individuals, families, pre-retirees, retirees and particularly Federal employees who want greater clarity and direction for their financial future.
Your financial life is more than your investment portfolio.
These areas are connected. The purpose of a comprehensive financial plan is to bring them together around your life, your retirement and the legacy you want to create.
Retirement Planning
Build a strategy around retirement income, timing, lifestyle and the financial future you want to create.
Investment Management
Align your investments with your goals, time horizon, retirement plan and tolerance for risk.
Tax Planning
Consider how today's financial decisions may affect taxes throughout retirement and beyond.
Estate & Legacy Planning
Coordinate your financial plan with the people, family and causes that matter most.
Social Security & Retirement Benefits
Make informed decisions about benefits that may contribute to your retirement income.
Insurance & Risk Management
Identify and manage risks that could disrupt your retirement and broader financial plan.
A financial plan gives your retirement a course and direction.
Many people spend their working years saving and accumulating money without necessarily having a coordinated plan for where they are going.
Retirement decisions do not happen in isolation. Investments affect income. Income affects taxes. Taxes can affect your estate. Insurance helps protect what you've built.
Comprehensive planning brings those pieces together so you're not simply accumulating—you have a clearer idea of where you're going and how you plan to get there.
Stop Rowing. Start Sailing.
Your Federal Benefits Are the Foundation of Your Retirement. Make Sure They Work Together.
Federal benefits can play a major role in retirement, but they are one part of your overall financial plan—not the entire plan.
The goal is to coordinate those benefits with retirement income, investments, taxes, insurance and estate and legacy planning.
See how the pieces of your Federal retirement may work together.
A Federal Benefits Analysis can help provide greater clarity around your benefits, retirement income and the decisions that may affect your broader financial plan.
Planning for the people behind the numbers.
Every financial plan begins with understanding the person, family and goals it is designed to serve.
Individuals & Families
Coordinate today's financial decisions with the future you're working to create.
Pre-Retirees
Prepare for the transition from earning and accumulating to living from your wealth.
Retirees
Coordinate income, investments, taxes and legacy decisions throughout retirement.
Federal Employees
Integrate Federal benefits into your broader retirement and financial plan.
Education for Better Financial Decisions.
Explore educational insights around retirement, estate planning and important financial decisions.
NOT Just For Millionaires And Billionaires
21st Century Trust Funding Method
NeverStop
Your financial plan should reflect the life you're planning for.
Whether you're preparing for retirement, already retired, navigating Federal benefits or simply trying to bring the different areas of your financial life together, the first step is a conversation.
Schedule a ConversationStart a Conversation
Tell us a little about what you'd like help with, and we'll be in touch.
Ready to Stop Rowing and Start Sailing?
Understand where you are today, where you want to go and how the different pieces of your financial life can work together to help you get there.
Schedule a ConversationMission Statement
Our mission is to create a firm like no other in the industry. Working together with the clients and our multidisciplinary team approach of specialists, we will create an elevated client experience. Families and small businesses are demanding ever-increasing assistance with support and guidance for smart estate and financial planning for building wealth.
Continuous training and support for company management and employees, combined with the strictest standards of protocols, ethics, and integrity will be expected and implemented.
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Mayflower Financial Advisors, LLC (dba Mayflower Advisors, "Mayflower") is an SEC registered investment adviser with its principal place of business in Boston, Massachusetts. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through Mayflower Advisors, a Registered Investment Advisor. Private Client Services and Mayflower Advisors are unaffiliated entities. A copy of Mayflower's current written disclosure statement as set forth on Form ADV, discussing Mayflower's business operations, services and fees is available upon written request or by visiting the SEC's website at http://www.adviserinfo.sec.gov. Member FINRA (https://www.finra.org) / SIPC (https://www.sipc.org). Obtain more information about our firm and its financial professionals at FINRA's BrokerCheck: https://brokercheck.finra.org.
Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist.
Bridge Wealth Strategies Inc. is not affiliated with the US Government. The materials presented on this website are intended as an educational overview and are not intended to provide specific advice to individuals without further consultation.
Bridge Wealth Strategies Inc. does not provide legal or tax-accounting advice. Please consult with a qualified attorney or CPA for proper legal or accounting counsel.
Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
The information and opinions contained herein are provided by third parties and have been obtained from sources believed to be reliable, however, we make no representation as to its completeness or accuracy. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual’s situation. Content is provided for informational purposes only and is not a solicitation to buy or sell any products mentioned.
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