Bridge Financial Planning and Wealth Management

Bridge Financial Planning and Wealth Management Financial planning is about discovering the unique story behind your goals and aspirations.

We offer a personalized approach that focuses on building a bridge between your current financial situation and your desired future. With over three decades of experience in the financial industry, I bring a wealth of knowledge and experience to the table. My background spans various areas, including administrative services, banking, investments, insurance, estate planning, and advisory services.

This diverse experience has equipped me with a deep understanding of the complex financial landscape. My dedication to building strong relationships with my clients is evident in my ability to listen attentively and connect on a personal level. I believe that by understanding your unique circumstances and goals, I can provide tailored solutions that address both your financial needs and emotional well-being.

06/12/2026

SIMPLE plans may appeal to small business owners and the self-employed.

06/09/2026

There are a few exceptions to the 10% penalty on IRA withdrawals.

06/05/2026

High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.

06/02/2026

Over the past 50 years, retirement saving has changed dramatically. What might the future hold for tomorrow's retirees?

05/29/2026

The latest issue of Market Month is available.

05/26/2026

Take charge of your career by paying attention to roadblocks and opportunities.

05/22/2026

Although a tax refund is your money to begin with, it can feel like a windfall to spend, save, or invest.

05/19/2026

Understand how exchange-traded funds (ETFs) work and the differences among the variety of ETFs available.

05/15/2026

Make your employee benefits package stand out by offering programs that cover a variety of special circumstances.

05/12/2026

See key market data for the week ending March 6, 2026.

Address

110 S Massey Street
Selma, NC
06109

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