What We Do And How We Help
July 10, 2019
Your life is a constant journey of moving from one milestone to the next, making decisions along the way that will hopefully get you to where you want to go in the future. But how do you know if what you are doing today will actually get you from point A to point B?
That’s where we come in. At Bridgelight Financial Advisors, we strive to partner with you to bridge the gap between your todays and your tomorrows with a clear, strategic path.
Who We Are
Bridgelight Financial Advisors is an independent, privately owned financial advisory and financial planning firm. Our experienced team works tirelessly to provide our clients with an exceptional standard of service and a clearly defined path to their goals, driven by transparency, education, and a commitment to customized strategies and a personal relationship.
In all that we do, we put the needs of our clients first. Our independence frees us from the pressure of corporate offices and quotas. We prioritize you and your life and avoid one-size-fits-all solutions. As our client, your financial well-being forms the foundation for our financial plans.
What We Do
We work with a wide range of clients, including pre-retirees, retirees, and women investors. Regardless of their age and profession, our clients desire the same thing: a road map and a guide to help them navigate a complicated and ever-changing financial landscape.
We provide a thorough, personalized plan that encompasses all aspects of our clients’ lives through our four-step Wealth Focus Process™. After clarifying, assessing, and discovering the details of your life situation, values, and goals, we then develop and implement strategies that are custom-designed to provide you with the highest probability of meeting your objectives, limiting risk and taxation, and maximizing retirement income. From there, we monitor your plan and communicate with you frequently, making adjustments to ensure that your financial plan is still on track to meet your expectations.
Our comprehensive suite of services includes asset management, financial lifestyle planning, tax-minimization strategies, legacy and estate planning, risk management, and college planning. Whatever your financial needs are, we work hard to find solutions and minimize your stress so you can focus on the things that matter to you.
The Bridgelight Difference
We’re proud to work so closely with our clients and build long-lasting relationships. We believe there are a number of reasons why our clients choose to work for us. For one, they trust us. We act in their best interests and they know it, which allows them to rely on us to shoulder some of their financial burdens. Secondly, our clients recognize that we are always there and available to them. We prioritize communication and personalization, listening to our clients and respecting their goals and wishes.
How Can We Serve You?
Through our services, experience, and mission, we hope to help our clients achieve peace of mind and clarity in their finances. We want you to focus on your passions knowing that we’re here to guide you through every life stage.
Are you looking for a financial partner you can trust to help you navigate your financial milestones? If you’d like to learn more about Bridgelight Financial Advisors’ unique services and how we may be able to help you, call (203) 795-7080 or email Advice@BridgelightAdvisors.com to schedule a free introductory meeting.
Bill Leavitt is the president of Bridgelight Financial Advisors, an independent, privately owned financial advisory and financial planning firm. He specializes in working with pre-retirees, retirees, professionals, and women investors, helping them navigate a complicated and ever-changing investment landscape. With over 25 years of experience, Bill serves his clients using his own unique financial planning model, The Wealth Focus™ Process, where he helps clients develop their customized long-term wealth strategy in four comprehensive steps. A Connecticut native, Bill resides in southern Connecticut with his wife, Laura, and their three daughters. To learn more about Bill, connect with him on LinkedIn.
Ready to Take The Next Step?
For more information about smoothly transitioning into retirement, schedule a meeting today with one of our advisors to create your financial strategy or register to attend a seminar.