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Archive for April 2021

4 Questions You Should Consider When Choosing a Financial Advisor

By Bridgelight Financial Advisors | April 19, 2021 | 0

By Bridgelight Financial Advisors Choosing a financial advisor is not an easy task. It’s an extremely personal decision that comes with a number of questions and concerns in order to ensure that your money is being cared for in the right hands. While on your search for the right fit, here are some of the…

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How Could Biden’s Proposed Tax Plan Affect You?

By Bridgelight Financial Advisors | April 1, 2021 | 0

By Bridgelight Financial Advisors With a new president in office, we need to start focusing on President Biden’s proposed tax plan and how that may affect your asset and wealth management in the future. Although Biden’s proposed tax plan won’t affect your 2020 taxes, it’s important to keep in mind what’s to come in the…

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Bridgelight Financial Advisors Inc is a registered investment advisor. We do not provide tax or legal advice. Consult with your tax or legal professional prior to making any financial decisions for your personal situation. “Tax-free” generally refers to Roth IRAs and life insurance.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance does not guarantee future results. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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