Bridge Financial Planning and Wealth Management

Bridge Financial Planning and Wealth Management Financial planning is about discovering the unique story behind your goals and aspirations.

We offer a personalized approach that focuses on building a bridge between your current financial situation and your desired future. With over three decades of experience in the financial industry, I bring a wealth of knowledge and experience to the table. My background spans various areas, including administrative services, banking, investments, insurance, estate planning, and advisory services. This diverse experience has equipped me with a deep understanding of the complex financial landscape. My dedication to building strong relationships with my clients is evident in my ability to listen attentively and connect on a personal level. I believe that by understanding your unique circumstances and goals, I can provide tailored solutions that address both your financial needs and emotional well-being.

10/09/2026

See key market data for the week ending July 31, 2026.

10/06/2026

The latest issue of Market Month is available.

10/02/2026

By contributing to an IRA, you make use of a powerful retirement savings tool. Be sure that you choose the one that's best for you, whether it's a traditional IRA or a Roth IRA.

09/29/2026

A family limited partnership is a partnership agreement that exists between family members.

09/25/2026

A new tax-advantaged investment account designed to help children prepare for the future is available.

09/22/2026

The income tax rate at which you are taxed for a certain range of income depends on your filing status.

09/18/2026

The effect of market volatility on your bonds depends on your time frame and investment goals.

09/15/2026

The latest quarterly market review is available.

09/11/2026

Choosing whether to invest in a Roth or traditional IRA takes many factors into consideration.

09/08/2026

A Roth 401(k) is a traditional 401(k) plan that accepts Roth 401(k) contributions. If you're lucky enough to work for an employer who offers this option, Roth contributions could play an important role in maximizing your retirement income.

Address

110 S Massey Street
Selma, NC
06109

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