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FINANCIAL PLANNING
Wealth management is the bridge or link of financial/retirement planning, investment and insurance management. Each of these concepts are needed to help clients toward their goals while understanding their risks. Many times, clients let their emotional reactions to headlines and market fluctuations cause them to make poor financial choices. What I've seen when clients truly understand where they want to go, have a plan and stay true to the course, they then have the opportunity to reach there expectations.
To be effective, financial planning needs to be coordinated. Each piece of the financial plan needs to reviewed for its own specific tasks. Sometimes on it's own and sometimes collectively. We'll look at your entire financial picture and help you fit the pieces together properly.
Leaving a Legacy is what you have during your lifetime.
- Goal Setting: What does your ideal life look like now and when you want to retire?
- Cash Management: Do you know where your discretionary income goes each month. Do you have any cash available for the unexpected?
- Risk Management: Are all your assets adequately insured, along with beneficiary identification.
- Retirement Planning and Retirement: They mean different things to each person and spouse.
- Estate Planning: Position yourself to pass on your accumulative life savings to your loved ones and/or charity of your choice.
- Education Funding: Are you considering or planning to assist your children, grandchildren and beyond?
Mission 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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