Welcome to LIFEBRIDGE FINANCIAL GROUP, a comprehensive financial services company focusing on tax efficient money management, income planning strategies, and financial risk minimization. We help our clients work towards building a financial foundation to seamlessly bridge each phase of their financial life.Whether you are just beginning to build your financial foundation or need to make sure it is working toward your objectives, we can help you in the following ways:Tax Efficient Asset Accumulation:Whether it{s a retirement plan that includes a desire to travel, the purchase of a vacation home, or to leave something to your kids, we design a personalized retirement plan to help minimize taxes now, later, and most importantly to help make your dreams a reality. Active Investment Oversight:We don{t take your hard-earned money lightly! As your portfolio changes, we monitor investment performance, market trends and domestic and global conditions, ensuring your portfolio is on track to help you meet your goals. Financial Risk Minimization:Inflation, long term medical needs, or the untimely loss of a wage earner can derail what might otherwise be a solid financial foundation. We will assess the risks to your personal financial foundation and provide you with a variety of solutions to help minimize risk.
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