CUSTOMIZED FINANCIAL STRATEGIES TO ACHIEVE YOUR GOALS
The Bridgemark team takes the time to review your entire financial picture and gain a better understanding of your unique situation. From there, they can customize financial tools and strategies to help better serve your goals.
We understand that each client’s financial goals and situation is as unique as they are. That’s why we developed a customized process that allows us to truly design a retirement plan that works for you. We start by listening to understand your needs, concerns, and goals. Then, we determine what, if anything, we can bring to the table and offer a customized investment plan that’s focused on providing value.
RETIREMENT INCOME PLANNING
Helping with the transition to retirement.
Life changes like retirement can be complicated enough without having to worry about your changing financial situation. At Bridgemark, we specialize in bridging the gap between your working years and a successful retirement. That’s all we do.
You’ve worked hard, saved, and now you’re ready to retire.
INVESTMENT MANAGEMENT
A focus on value.
When it comes to managing your investments, our priority is to provide value. That’s why we start by listening to understand your needs, concerns, and goals. Then, we determine what, if anything, we can bring to the table and offer a customized investment plan to help you fund the retirement you deserve.
Customized, never templated, options mean you have the flexibility and control to design a plan based on your current situation, risk tolerance, and goals for the future.
AS FEATURED IN
FIRST
What do you need to accomplish in retirement to make you feel like you’ve done it right? We want to evaluate your financial choices based on the outcomes you’re looking for, not products or companies.
SECOND
Create a plan that allows you to maintain your quality of life without having to think about your finances. We’ll talk through your current situation and preferences, risk tolerance, and design your plan together.
THIRD
Visualize your retirement. Now that we’ve agreed on the goals and design preferences for your plan, we’ll review a summary of recommendations to make sure your plan will accomplish exactly what you’d like it to.
FOURTH
After you’ve had a chance to review your customized retirement income plan, we’ll come back together to discuss and answer any questions you may have before we begin implementation.
Federal Benefit Strategies
Transition to Retirement
Retirement Planning
Risk Management
Tax Strategies1
Estate Planning2
7 STEPS TO RETIREMENT SUCCESS
Request your FREE copy of Winter’s Seven Steps to Retirement Success: The Only Guide You Need to the Most Important Transition of Your Life.
1- Conceptual tax strategies are often considered in the development of a comprehensive financial plan. Bridgemark and/or its advisors/agents are not tax professionals. For specific tax advice, clients are advised to meet with a tax professional.
2- Conceptual estate strategies are often considered in the development of a comprehensive financial plan. Bridgemark and/or its advisors/agents are not estate attorneys. For specific estate advice, clients are advised to meet with a licensed estate attorney.
