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Services

How We Work

There are so many choices today, and all the available information about your finances can be overwhelming. It’s important to have guidance to help you sort through the confusion. Let us at RightBridge Financial help you!

We are a completely independent financial firm, assisting retirees and pre-retirees with attaining clarity in financial structure and tax planning for their portfolios and businesses. Our first and foremost priority is to listen to the present and future needs of our affluent clients.

The mission and purpose of financial planning is to work with individuals and families and their personal relationships with money and the fearsome forces that it generates. There’s something about ‘fearsome forces’ – it’s unsettling. I mean, it’s a paradigmatic challenge of our time: just trying to survive this world revolving around money. People do something that’s really hard, which is to anticipate the future of their lives based on the past decade or two. Now how do you do that? You have no idea what your health will be, you have no idea what your date of death is, you have no idea how long you can continue to earn a living.

Retirement Planning

You've worked hard to build your future — now we work hard to help you protect it. Through diversified and individually tailored investments and products, we help guard your retirement against market risks and other factors that could threaten the retirement you've always dreamed of.

Advanced Tax Planning

We assist our clients at every level of their retirement and estate planning needs and strategies to reduce the tax burden on their individual portfolios and annual incomes.

Client Education

We strongly believe in educating our clients. We have found that many people don’t know what they want because they don’t know what’s available. We help guide our clients through the many complexities of today’s financial environment and bring added peace of mind to their future financial decisions.

Private Client Services

We institute a multi-family office approach to supporting our clients with the necessary relationships in the legal and tax advisory spaces. We’ve found this ensures a well-rounded process in covering all of their financial and estate needs, which are often overlooked by traditional firms.

Private Wealth Management Services

Our services provide independent advice and investment management services to a wide range of clients. Every investment plan is established to fulfill a unique liability or need of an organization’s mission. We combine market wisdom, technological savvy, personalized planning and structured advice to help you achieve your specific goals and solve any problems you may have.

We believe that successful long-term investing involves the use of a straightforward, uncomplicated approach. We believe long-term performance is important, but we also recognize your need to manage risk within the context of meeting your goals, objectives and future spending needs. Thus we create portfolios that are easy for you to understand, operationally efficient, low-cost, transparent and liquid.

We work with clients in a number of ways:

  • Establishing investment policy
  • Selecting investment funds
  • Monitoring the results
  • Preparing written investment guidelines
  • Controlling and accounting for all cash flow needs
  • Diversifying portfolio assets according to the specific risk/return objectives of the participants and beneficiaries

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@rightbridgefinancial.com |  908-272-0027