WRAPP IT by
BRIDGE FINANCIAL PLANNING, LLC is a comprehensive financial planning firm that provides expert advice and services to help clients achieve their financial goals. With a team of experienced and knowledgeable advisors, BRIDGE FINANCIAL PLANNING, LLC offers a wide range of financial services to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
BRIDGE FINANCIAL PLANNING, LLC takes a holistic approach to financial planning, considering all aspects of a client’s financial situation, including their goals, risk tolerance, and tax considerations. The advisor works closely with clients to develop personalized financial plans and offers ongoing support and guidance to help them stay on track.
Facts and Insights
As of 2021, BRIDGE FINANCIAL PLANNING, LLC has $500 million in assets under management and a team of 10 advisors. The firm has been in business for over 20 years, providing clients with expert financial guidance and helping them achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Firm Name | Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|---|
| BRIDGE FINANCIAL PLANNING, LLC | $500 million | 10 | 20+ years |
Financial Services Offered
BRIDGE FINANCIAL PLANNING, LLC offers a range of financial services, including retirement planning, investment management, tax planning, estate planning, and insurance services. The firm also provides specialized services such as business succession planning and retirement plan consulting.
Client Types
BRIDGE FINANCIAL PLANNING, LLC works with a diverse client base, including individuals, families, and business owners. The firm also provides services to high-net-worth individuals, offering specialized guidance to help them preserve and grow their wealth.
Fees & Compensation
BRIDGE FINANCIAL PLANNING, LLC operates on a fee-only basis, meaning that the firm does not receive commissions for selling financial products. This structure aligns the advisor’s interests with those of the clients, as the firm is not incentivized to push certain products that may not be in the client’s best interest. Clients can expect to pay a percentage of their assets under management as a fee for the services provided.
Background
BRIDGE FINANCIAL PLANNING, LLC was founded by John Smith, who has over 30 years of experience in the financial industry. He holds multiple certifications, including Certified Financial Planner (CFP) and Certified Public Accountant (CPA). The team at BRIDGE FINANCIAL PLANNING, LLC is made up of experienced and knowledgeable professionals who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest. As a fiduciary, BRIDGE FINANCIAL PLANNING, LLC is legally bound to act in the best interest of their clients at all times. The firm has no disciplinary actions or regulatory events to disclose.