As a CERTIFIED FINANCIAL PLANNER® for over two decades, I know that retirement planning and taxes can be confusing and intimidating.
My job is to simply the complext and help clients focus and what needs attention now, and what can wait.
How Can I Help You?
As a fiduciary advisor, we are held to a much higher standard when working clients. We are a “fee only” firm. We don’t sell financial products for a commission and only receive compensation from you, our client.
Investment Management
Investment management is the process of managing your financial assets to achieve your long-term goals. It includes the selection, monitoring, and adjustment of investments such as stocks, bonds, mutual funds, and other assets.
Investment management is about building a diversified portfolio tailored to your risk tolerance, time horizon, and financial objectives.
Financial Planning
Financial planning is the process of analyzing your current financial situation and creating a personalized strategy to help you achieve your long-term financial goals. This includes managing your income, expenses, savings, investments, and insurance needs.
This ensures you’re well-prepared for every stage of life. However, you can’t set it and forget it. It’s important to review your plan each year to see if you’re on track and make the necessary adjustments
Tax Planning
Tax planning refers to our review of your tax return to identify potential planning opportunities – both now and in the future – to keep your lifetime tax liability as low as possible.
This is different than tax preparation (usually done by your CPA or an online service like TurboTax), which is focused on keeping you compliant with what the government thinks you owe each year.
Get Started With A Free Consultation
Let’s see if we’re a good fit. During our call we’ll answer your questions and determine if we can help you with your needs. We are looking for long-term relationships with our clients to be there through life’s twists and turns. There’s never a hard-sell or pressure to say “yes.”
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David N. Waldrop, CFP®
Owner of Bridgeview Capital Advisors, Inc. a Registered Investment Advisor.
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