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Your vision. Our passion.

Your financial future—simplified.

I am…

Whether you’re approaching retirement or it’s still on the horizon, we invite you to learn more
about the services we offer, and types of clients we specialize in.

Nearing Retirement

A Divorcing/Divorced Woman

A Professional

YOUR VISION. OUR PASSION

YOUR FINANCIAL FUTURE—SIMPLIFIED

Everyone deserves freedom, dignity, and peace of mind.

Bridge Financial Strategies understands this—and empowers you to achieve them.

Your Vision

We help you identify what is truly important to you—your deepest values—and make them the cornerstone of your financial plan. We guide you in developing your goals, design a customized strategy to reach them, and most importantly, ensure your strategy is implemented and maintained, so you can experience more of what matters to you.

Our Passion

Because we believe that everyone deserves freedom, dignity, and peace of mind, we are passionate about helping you achieve your financial goals. It is our pleasure and privilege to learn about your dreams, and then apply our skills and knowledge to help make them a reality.

Your Financial Future—Simplified

We combine tax planning and wealth management to give you the best opportunity for achieving your goals while living your life. We provide comprehensive and caring wealth-management services, along with investment management, tax planning, legacy planning, and insurance strategy.

Whether you’re approaching retirement or it’s still on the horizon, we invite you to learn more
about the services we offer, and types of clients we specialize in.

Is Bridge Financial Strategies right for you?

While we offer solutions for individuals and families in many different stages of life, at Bridge Financial Strategies we are uniquely
positioned to serve individuals who are nearing retirement. Click here to learn more..

Nearing Retirement

Let us help you protect and enjoy what you’ve worked hard to achieve.

Divorcing/Divorced Women

Get the expert financial advice you need during and after your divorce; be empowered to make confident financial decisions for a secure future.

Professionals

Maintain your career focus while delegating your personal finance management to us.

Get Started

Book an appointment

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Advisory services are offered through Bridge Financial Strategies, LLC, an Investment Adviser in the State of Arizona and where otherwise legally permitted. Bridge Financial Strategies is not affiliated with or endorsed by the Social Security Administration or any government agency. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. The information contained herein is not an offer to sell or a solicitation of an offer to buy the securities, products or services mentioned, and no offers or sales will be made in jurisdictions in which the offer or sale of these securities, products or services is not qualified or otherwise exempt from regulation. The information contained in this material have been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. Images , photographs, and videos are included for the sole purpose of visually enhancing the website. They should not be construed as an endorsement or testimonial from any of the persons represented. Investment recommendations require a review of an investor's objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

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Your vision. Our passion.

Your financial future—simplified.

I am…

YOUR VISION. OUR PASSION

YOUR FINANCIAL FUTURE—SIMPLIFIED

Your Vision

Our Passion

Your Financial Future—Simplified

Is Bridge Financial Strategies right for you?

Nearing Retirement

Divorcing/Divorced Women

Professionals

Get Started

BBB Rating: A+

BRIDGE FINANCIAL STRATEGIES

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