Why I Created Bridgelight Financial Advisors
June 10, 2019
As I look back on my life, there is one constant that has guided my decisions in life, including my decision to become a financial advisor: a deep-rooted passion for helping others. While I didn’t always know what I wanted to do with my life, I knew that it had to be something where I could invest in others and add value to their lives.
Building My Career
You probably don’t see too many similarities between the medical field and the financial field, but ironically, it was my years working for my family’s ambulance company as a first responder that sparked an interest in the financial field. My experience in this role opened my eyes to the abundance of retirement-aged individuals who are not financially prepared and have no one to help them with important aspects of their life, including their finances. I blended my early passion for investing and finance with my love of working with retirees by becoming a financial advisor in 1993.
My Role Today
After working for a handful of financial firms gaining knowledge and hands-on experience, I was ready to branch out and create my own firm. In 2005, I founded Bridgelight Financial Advisors to help retirees and families bridge the gap between their current financial lives and their future goals with a clear strategic path. I started an independent firm so I could provide personalized, objective, and unbiased recommendations that are best suited to my clients’ needs, focusing solely on them, not on commissions or quotas.
Hurdles And Triumphs
As an independent advisor, I’m also a business owner responsible for operational and administrative issues that can easily steal my time and distract me from the high-value activities I want to focus on, such as working with my clients and offering exceptional service and value. Thankfully, I have an excellent team to support me.
Despite the pressures and challenges, there’s nothing more fulfilling than seeing my clients find financial peace of mind and experience the freedom to focus on what truly matters to them. That’s what drives me to keep working hard, pursuing my own goals while helping you reach yours.
I’d Love To Help
Are you a retiree or pre-retiree who wants to partner with someone who will put you first and treat your money like it’s their own? I’d love to help. Regardless of how much planning you’ve done, we can help you take control of your financial future. Contact us at (203) 795-7080 or Advice@BridgelightAdvisors.com for a no-obligation consultation, and download our free guide: 6 Tips for Retirees in a Volatile Market.
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.