Services

 We serve individuals and businesses in all areas of financial management, including:

Retirement planning - most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.​

Estate Planning - helping with strategies to preserve your estate for your intended heirs. Potentially reducing exposure to estate taxes and probate costs. Coordinating with tax and legal advisors.  

Insurance Planning - reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation. 

Education funding - recommending investment and accumulation strategies to help you pay for your children's education. 

Investment Planning - determining your asset allocation needs. Helping you understand your risk tolerance. Recommending appropriate investment vehicles to help you reach your goals. 

Employee and executive benefits - helping your business attract and retain qualified employees through benefit packages.

 

We follow a simple process when managing your finances. First, we Listen to understand your goals, objectives, concerns, and priorities. Then, we Gather information about your current financial situation. Confinentiality is our hallmark. Next, we Analyze the information to identify obstacles and opportunity.  After thoroughly analyzing, we Propose alternative strategies for your considerations, and we Implement your new plan with high quality insurance and investment products. Finally, we Review your plan with you to monitor your progess and make changes as necessary.

 

*Securities and Investment Advisory Services offered through Voya Financial Advisors Inc., Member SIPC

Bridge Investment Group is not a subsidiary of nor controlled by Voya Financial Advisors, Inc.

 

Please note that neither Voya Financial Advisors nor any of its agents or representatives give legal or tax advice. For complete details, consult with your tax advisor or attorney.