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.

09/01/2026

An integral part of managing your personal finances involves properly maintaining your financial records. This is especially important in the event of a crisis or emergency so that you can quickly locate something if needed.

08/28/2026

Anyone can convert a traditional IRA to a Roth IRA; income taxes may be due.

08/25/2026

A cash balance plan is a qualified employer-sponsored retirement plan that has become increasingly common in recent years as an alternative to (or replacement of) the traditional defined benefit pension plan. Though it is technically a form of defined benefit plan, the cash balance plan is often ref...

08/21/2026

A couple of federal personal tax credits were available for the installation of certain energy efficient or clean energy property in your home. Under the One Big Beautiful Bill Act (OBBBA), these credits have expired for any property placed in service after December 31, 2025.

08/18/2026

See which states have enacted pay transparency laws, and which states have pending legislation.

08/14/2026

For many young people today, the prospect of buying a home can seem out of reach.

08/11/2026

Your tax return is full of useful information. Here are four things you could learn about your finances.

08/07/2026

The Economic Growth and Tax Relief Reconciliation Act of2001 made significant changes to IRAs and retirement plans. One provision ofthe act allows some low- and middle-income taxpayers to claim a partial,nonrefundable income tax credit (the "saver's credit") for contributing tocertain tax-deferred r...

08/04/2026

After a divorce, it's important to take a fresh look at your finances.

07/31/2026

Qualifying widow(er) with dependent child — let's just call it qualifying widow(er) — is a filing status for federal income tax returns that may be available to you if your spouse died at any time during the prior two tax years. The filing status that you choose is important because it determine...

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110 S Massey Street
Selma, NC
06109

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