Financial Advisors

Our Story

At Bridgelight Financial Advisors, we are dedicated to helping individuals transition into their hard-earned retirements with confidence and clarity. Our team of experienced professionals is committed to providing client-centered, comprehensive financial planning services that cater to the unique needs of our clients. We believe that everyone deserves to live their life to the fullest, and we're here to help make that possible.

Our Services

We offer a wide range of financial planning services designed to help our clients achieve their goals and objectives. Our Wealth Focus Process is a comprehensive approach that considers multiple aspects of financial planning, including income planning, tax planning, risk planning, investment planning, legacy planning, and college planning. Our goal is to provide thoughtful, tailored solutions that help our clients build a secure financial future.

Our income planning services are designed to help ensure that our clients' expenses are paid with reliability and predictability for the rest of their lives. We'll work with you to create a customized plan that addresses your income needs and helps you maintain your desired lifestyle.

Our tax planning services focus on minimizing tax liabilities and maximizing tax-deferred or tax-free money in your retirement strategy. We'll help you navigate the complex tax landscape and identify opportunities to reduce your tax burden.

Our risk planning services consider a wide range of personal care options to help ensure that you're in good hands in all areas of your life. We'll help you identify potential risks and develop strategies to mitigate them.

Our investment planning services are designed to help you achieve your investment goals while managing risk and volatility. We'll work with you to create a customized portfolio that aligns with your risk tolerance, investment objectives, and time horizon.

Our legacy planning services are designed to help you create a plan that ensures your hard-earned assets are passed on to your beneficiaries in the most tax-efficient manner. We'll work with you to identify your goals and objectives and develop a plan that aligns with your wishes.

Our college planning services go beyond opening a 529 savings account and help you create strategies that maximize the amount of money you have for sending your child or grandchild to college.

Our Team

Our team of experienced professionals is dedicated to providing exceptional service and guidance to our clients. We believe in building long-term relationships built on trust, integrity, and open communication. Our team is comprised of experienced financial advisors, investment professionals, and support staff who are dedicated to helping our clients achieve their goals and objectives.