Business Details
Your Trusted Retirement Planning Partner in Shelton, CT
At Bridgelight Financial Advisors, we specialize in guiding individuals and families through the transition to retirement with confidence and clarity. Our approach begins by deeply understanding your unique financial situation, goals, and concerns to craft personalized strategies tailored to your needs. With decades of combined experience, our team leverages expertise in income planning, tax optimization, risk management, investment strategy, and legacy planning to ensure your financial security. We follow a structured Wealth Focus Process that starts with discovery, moves through strategic development and implementation, and concludes with ongoing monitoring to adapt to life changes.As a fiduciary advisory firm, we prioritize your interests above all, offering unbiased recommendations grounded in integrity and transparency. Our commitment extends beyond numberswe aim to empower clients with knowledge through educational seminars and resources that address evolving financial landscapes. Led by Founder Bill Leavitt, a former first responder turned financial advisor, our team combines empathy with technical mastery to deliver solutions that align with your values and vision for retirement.
Services
Income Planning
Tax Optimization
Investment Management
Legacy Planning
Risk Assessment
Retirement Seminars
Highlights and features
- We offer personalized financial planning rooted in decades of retirement-focused experience.
- Our Wealth Focus Process provides structured, actionable strategies for long-term security.
- As fiduciaries, we deliver unbiased recommendations prioritizing client interests above all.
- We combine technical expertise with compassionate guidance for holistic financial solutions.
- Ongoing monitoring ensures your plan adapts to market and life changes over time.
Services
Income Planning
We develop customized income strategies to ensure financial stability throughout retirement. Our approach focuses on predictable cash flow, tax-efficient withdrawals, and longevity planning. Clients receive tailored solutions that balance immediate needs with long-term security.
Tax Optimization
Our tax-efficient strategies minimize liabilities through strategic asset allocation and retirement account management. We analyze current tax exposure while implementing techniques for tax-deferred growth and estate transfer efficiency. Clients benefit from ongoing tax impact assessments in their financial plans.
Investment Management
We create diversified investment portfolios aligned with risk tolerance and retirement timelines. Our approach includes fee analysis, volatility control, and regular rebalancing. Clients receive proactive management with transparent reporting on portfolio performance and adjustments.
Legacy Planning
We collaborate with legal professionals to design tax-efficient asset transfer plans. Our services include beneficiary designation strategies and legacy preservation techniques. Clients receive guidance on minimizing estate taxes while maintaining control over asset distribution.
Risk Assessment
Our comprehensive risk evaluation examines healthcare costs, long-term care needs, and insurance adequacy. We help clients balance protection against unexpected events with retirement income goals. Solutions include coverage optimization without compromising financial security.
People
Bill Leavitt
Founder | Principal Advisor
With over two decades of experience, Bill specializes in retirement planning for pre-retirees and retirees. As a fee-based fiduciary, he provides unbiased financial strategies. Founder of Bridgelight Financial Advisors, he previously worked in emergency services, which inspired his client-centered financial approach.
Tyler D'Amore
Financial Advisor
Tyler focuses on helping clients achieve financial goals through personalized strategies. He holds degrees in business administration and economics from University of New Haven. With strong analytical skills and a commitment to lifelong learning, he provides comprehensive financial guidance.
Aidan Reed
Wealth Advisor
Aidan specializes in retirement and investment planning with expertise in portfolio optimization and tax strategies. Currently pursuing Certified Financial Planner designation, he graduated from University of Virginia with degrees in Statistics and Music. He develops strategies to help clients achieve long-term financial confidence.
Jeanne Wojcicki
Office Administrator
Jeanne manages office operations and client communications. With extensive administrative experience, she ensures smooth day-to-day operations at Bridgelight Financial Advisors.
Dorota Sutkowski
Client Service Specialist
Dorota provides dedicated support to clients, handling inquiries and facilitating communication with advisors. Her role ensures clients receive timely assistance throughout their financial planning journey.
Questions
What services does Bridgelight Financial Advisors offer for retirement planning?
We provide income planning, tax optimization, investment management, legacy planning, and risk assessment services tailored to retirement needs.
How does your Wealth Focus Process work?
Our four-step process includes discovery, strategy development, implementation, and ongoing monitoring to adapt to changing circumstances.
Do you offer educational resources about retirement finance?
Yes, we host informational seminars and provide downloadable guides covering retirement income challenges and tax strategies.
Are you a fiduciary financial advisor?
Yes, as fiduciaries we always prioritize client interests, offering objective recommendations without product commissions.
What experience does your team have with retirement planning?
Our advisors have decades of combined experience, including Founder Bill Leavitt's background as a first responder and financial planner.
