My Financial Bridge

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My Financial Bridge illustrates the common themes we experience over the course of a life…we finish school, get married, start a family, build a career, put kids through college, invest our life-savings, manage a retirement income, guard against chronic health-care costs and contemplate the legacy we may one day leave behind. My Financial Bridge serves as a metaphor of these common life experiences and helps to organize the financial documents and records related to these events.

Although most people we meet are more than half way across their bridge, we find there is always value in evaluating what you’ve done in order to measure how well you’re prepared for what lies ahead. In that sense, My Financial Bridge helps you to collect the important factual data necessary in developing a financial plan and organizes it in a useful and retrievable manner.