Financial Planning Services Offered

Estate Planning

Estate planning keeps you at the helm and in control by taking into account your personal wishes for what should happen after your death.  Without proper planning, the laws of your home state would direct the distribution of your assets with no regard for tax consequences.  With estate planning from Bridge Financial Group, the people you care about most will benefit from your foresight.

Business Planning

Being at the helm of your own business can be very rewarding, but it is also a challenge full of decisions and responsibilities involving your clients, employees, family and yourself.  Often the decisions you make affect all of these individuals.  As a business owner you have a variety of objectives including protecting your business, retaining and recognizing superior employees, increasing employee satisfaction, and maintaining financial security for you and your family.

Retirement Planning

Your look forward to retirement as a time when you can cruise full speed ahead knowing you are financially secure, but your retirement won't be smooth sailing unless you've acquired adequate savings and have laid out a solid plan for the future. It's never too late to chart the course that's right for your retirement.  Let Bridge Financial Group get your plan underway.

Senior Planning

Your quality of life during your golden years can be dramatically improved when you plot your course in advance.  Having independence and control over your assets requires proper senior planning, including planning for long term care, which allows greater flexibility in choosing care if needed.  Senior planning by the professionals at Bridge Financial Group can help you plan for the future.

Special Needs Planning

MetDESK Mission:  MetDESK(MetLife's Division of Estate Planning for Special Kids) was established in 1998 to extend MetLife's traditional commitment of public service to families with children of all ages, from infant to senior, with all disabilities.  MetDesk is committed to helping families through the maze of legal and financial complexities surrounding planning for the future of children and other dependents with special needs.  Through a dedicated network of specialists, MetDESK helps families secure both liftime care and quality of life for their children or other dependants with special needs.

Charitable Giving

Because your personal and family objectives are your priority, you may not think your estate is large enough to provide for your heirs and achieve your personal goals if you make charitable donations.  There are options available that can help you accomplish this.  You may be able to contribute to a favorite charitable organization, or leave a legacy in a field of special interest such as medicine or education.  Our professionals at Bridge Financial Group can show you how you may share your wealth with others.

Investment Advisory services are offered through Investment Adviser Representatives of MetLife Securities, Inc., and fee-based financial planning services are offered through qualified Financial Planners of MetLife Securities, Inc. MetLife Securities, Inc. is a registered investment adviser. 200 Park Avenue, New York, NY 10166.