Financial Independence

Bridge

Our story can best be seen in our name, BRIDGEMARK. Our role in the financial planning space is to help near and early retirees build a BRIDGE between their career and a successful retirement.

Transition

Some retirees make the mistake of trying to convey their accumulation mindset into retirement, which can cause emotional and financial strain.

Distribution

Instead, we believe true financial freedom begins with the recognition of the differences between Accumulation/Financial Planning and having a plan for using your money effectively.

What Type of Plan do You Have?

Typical - Financial Planning (Accumulation)

Focus – Saving and Growing Money
Client Priority – Build for Future
Context – Career and Family
Role of Money – Commodity for Future Use

Financial problem is a very serious problem

Bridgemark - Retirement Planning (Distribution)

Focus – Spending Successfully
Client Priority – Fulfillment of Best Life
Context – Time Freedom
Role of Money – Catalyst for Best Life