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Our job is to help you weigh your options so you can make wise money decisions

Services

How we do it

 Retirement Planning, College Funding and Investment Advice 

At this time, Financial Bridges is not accepting new Financial Planning clients.

This package is rendered on an individual basis via hourly fees.  The cost of the package often ranges between $4,000-$5,600.  To get started, you need to complete the Confidential Questionnaire , then call or e-mail to schedule a free Get Acquainted Teleconference.  Please note that the Get Acquainted Teleconference does not provide ‘answers’ to your financial questions, but allow you to decide if we are a good fit for you.  These sessions are a maximum of 15 minutes to one half hour.

If your needs fit into this category we hope you’ll explore the site and follow the steps for getting started.

Connect With Us

CLIENT RESOURCES



Phone

858-486-0100

Email

info@financialbridges.com