Financial Planning
Retirement is your transition from accumulation to distribution. We work to protect everything you’ve worked so hard for and use it correctly. We bring together all the parts of your financial life — and use all available tools — to create a plan that preserves your long-term vision.
Wealth Management
“Do I have enough? Will I run out of money?”
With longer retirements and the presence of inflation, these questions are often asked by those in retirement or preparing to retire. We can put your assets to work to help answer these questions. We work to build investment strategies that are mindful of your risk tolerance and retirement goals.
Reimagine Your Retirement Route
The road to retirement should be paved with confidence. At Bright Wealth Advisors, we provide the vehicles necessary to help make that possible, using a variety of investment and insurance products that can escort you to new financial horizons.
See Your Entire Retirement with The Lasting Wealth Blueprint
Like any strong, sturdy house, a retirement plan needs a blueprint — a clear vision to build it all together. The firm foundation, the walls and the roof all work together to bring you comfort and protection in your retirement years.
.01
Discovery
An Introductory Call helps us learn all about your unique financial situation. Together, we’ll determine whether we’re a good fit for one another.
.02
Discussion
Once we’ve agreed to move forward on a partnership, we'll hold a meeting to discuss your vision and goals. No stone is left unturned in this step, where we’ll get a full view of your financial picture.
.03
Development
After clearly identifying — and prioritizing — your actual goals, we begin work to protect them with your Lasting Wealth Blueprint. It starts with a solid foundation, a plan, and builds on that plan with strategies to address potential risk along the way.
.04
Destination
Once we have fully developed your Lasting Wealth Blueprint, your journey begins. As you live your retirement life, we track your progress — and work to keep you on track. We’ll meet periodically to review your plan — or any time you have questions or concerns. We’re with you every step of the way.
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to preservation of assets are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Don’t let taxes take a bite out of your retirement income.
Changing tax rates could impact how much money you have for retirement. But a little proactive planning could reduce your future tax bill and make sure you have enough to last through your later years.
Find out how to plan for taxes in your retirement with our free guide, “Tax Planning in Today’s Economic Environment.”
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