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Planning Futures

We have years of experience helping clients prepare for the unknown while meeting their financial goals. Ask us about:

Financial Planning

We approach wealth management with a focus on charting a personalized course for your individual financial goals. Helping you avoid unnecessary risk while customizing strategies to build, maintain, and transfer your legacy.

Our team of highly-skilled and experienced professionals will strive to craft a personalized plan that meets all of your financial needs – no matter how basic or complex they may be.

Retirement & Pension Plan

Financial services with a personal touch provide everyday families and individuals with financial solutions, guidance, and tools, to meet their needs across all life stages. We offer you personalized service combined with a solid, long-term approach and fresh thinking, to help you.

You can also take pride in knowing that you are part of a nationwide financial services provider. Together, we can help you achieve financial and family well-being—now and tomorrow, this generation and the next.

Estate Planning

We can work with you to create customized Estate Plan documents online and in real-time. We utilize a groundbreaking online platform that generates customized estate documents in six easy steps.

It starts with a few easy questions and then a reliable licensed attorney recommends, reviews, and approves your documents while we work with you every step of the way.

College Planning

Achieving a college degree is part academic persistence and part financial persistence. Smart planning can make financing a reasonable reality.

With college costs skyrocketing, the numbers can be overwhelming. In the past 10 years, college costs have risen 2.4% per year at private colleges, and 3.4% per year at public colleges.

Your college funding strategy can include a combination of savings plans, including your whole life. Many people think of it as just a death benefit, but it can be part of your overall approach. 

Life Insurance/Assurance

Although the two terms are sometimes used interchangeably, life assurance is different from life insurance.

Assurance protects the holder against an inevitable event-their death--while insurance protects against the possibility that their death might happen within a set timeframe.


Medicare Advantage plans are new health care options that are part of the Medicare program. Coverage may include Medicare Part D prescription drug coverage as well as hospital, doctor, skilled nursing, and other medical services.  Medicare Advantage, also known as Medicare Part C, is a plan provided by private insurance companies with the help from subsidies provided by the government so that the insurance company can design network based plans at a low or zero premium.  

Based on facts

not opinions.


All situations are different, so its important to determine the right path to reach your financial goal. Working with an experienced V.I.S.E. BRIDGE  Financial Specialist can help you come up with the ideal plan for your family and business. 

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