As financial advisors at Bridgelight, we provide our clients with a higher standard of service and a clearly defined path, driven by transparency, education and personalization.
Your Financial Wellness
Bridgelight Financial Advisors, (formerly Senior Financial Advisors), is an independent, privately owned financial advisory and financial planning firm. Our founder, Bill Leavitt, formed our team to help retirees and families bridge the gap between their current financial lives and future goals with a clear strategic path. We have over 20 years of industry experience and solely dedicate our efforts to helping clients take control of their financial futures.
As an independent, fiduciary firm, we’ve always put the needs of our clients first—and we’re also free from corporate office pressures and distractions. We do not have proprietary products or services, nor do we provide one-size-fits-all relationships. As our client, your financial wellbeing is at the center of your support.
Asset Management and Wealth Strategies
Streamline your wealth management with a central resource and receive ongoing strategies that guide you toward lasting financial sustainability.
Financial Lifestyle Planning
Identify how your financial goals align with your lifestyle needs and create a long-term financial plan supporting both factors.
Ensure every financial strategy helps you minimize taxes whenever possible. We’ll also coordinate our guidance with your other professional advisors, as needed.
Legacy and Estate Planning
Build legacy and estate planning strategies into your wealth management that aligns with your values, so you can pass your assets in the manner you prefer.
Risk Management and Asset Protection Planning
Create strategies that support the level of risk you’re comfortable taking, while also building in protection measures that help you preserve your assets along the way.
Go beyond opening a 529 savings account and create strategies that help you maximize the amount of money you have for sending your child or grandchild to college.
Wealth Focus Process™
STEP 1 – CLARIFY, ASSESS, DISCOVER
To truly have long-term financial stability, you must begin with a clear, definable financial plan. That plan begins with an initial meeting to understand your concerns, values, dreams, and goals.
STEP 2 – DEVELOP STRATEGIES
We develop a comprehensive investment and financial strategy, custom designed to provide you with the maximum probability of meeting your long term goals, limit the negative effects of taxation and maximize retirement income.
STEP 3 – IMPLEMENT STRATEGIES
The objective of this step is for our highly skilled service team to process and implement your investment strategy easily and efficiently. Throught this process we provide ongoing contact to ensure the process progresses smoothly through completion.
STEP 4 – MANAGE AND MONITOR
We provide a long-term commitment to ongoing monitoring of client investment accounts. We make adjustments in response to market, economic, or lifestyle changes, with periodic reviews to ensure your financial plan is up to date and meeting expectations.