About Us


What we do.

We specialize in working with retirees and those that wish to plan for retirement. From helping manage finances, to giving advice on selecting health care plans, we help our clients avoid mistakes that can drain retirement savings. Our goal is to take the mystery out of budgeting, managing risk, preparing for retirement, and preserving your wealth. We help our clients by providing the information they need in order to pursue their financial objectives. We take pride in establishing a long and trusted relationship with you.

Our Mission

Our job is to assist you in making educated decisions so you can feel confident in your retirement. We take great care to ensure that our clients feel comfortable. We strive to provide informed, conservative guidance, and tax-saving strategies that assist clients in building, protecting, and preserving their retirement assets. We pride ourselves on customer service.

Why Bridge

Life is full of uncertainties, and it is our job to bridge the gap from apprehension to confidence. We are here for you no matter where you are in life; whether you just got married or had a child, to the time you retire and plan for your golden years. We know that as time passes, your needs will change. We want to be there for you through these times. At Bridge, we work for you to ensure you are protected and comfortable.

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