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Bridge to a Better World
Here are some of the ways that Bridge Financial Strategies, along with our clients, are working to make a difference in our community.
Help a Friend/Give to Charity:
For every referral we receive, whether they end up working with us or not, we will donate $100, in your name, to the charity of your choice from our specially curated list. Everyone wins. Contact us if you’d like to learn more.
Volunteer Events
We invest time and resources to help local charities. Whether it’s a financial donation, volunteering time, or donating items such as canned goods, you can help us help others. Contact us and we’ll keep you updated on our latest events.
Bridge Financial University
This program comes from the heart of our founder, Julie Kern. She has always had a passion for helping women achieve financial security, and Bridge Financial University has been a long-time dream of hers. Our new vision is to create a “university” that individuals from all walks of life can attend—at no cost to them. It’s designed to equip them with the financial education they need to create their own financial security with basics such as budgeting, debt management, saving and investing, taxes, credit scores, and more. The curriculum is still in the design phase, but we are sharing about it now so that you can begin thinking about women you might know who could benefit from it. This initiative will be funded by a percentage of our profits, so as we grow, we will be able to give even more!
Arizona Tax Credits
We have been long-time supporters of this great opportunity to redirect some (or all) of your Arizona tax liability to a charity or school. You can review the list of qualifying organizations here and receive a dollar-for-dollar tax credit (up to the amount of your tax liability and subject to individual credit limits) for making qualifying donations to the following:
- Qualifying charitable organizations (organizations that help the working poor)
- Qualifying foster care organizations
- Public schools
- Private school tuition organizations
Click here for more details.
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BRIDGE FINANCIAL STRATEGIES
11111 N. Scottsdale Road, Suite 205
Scottsdale, AZ 85254
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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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