Bridge Financial Planning and Wealth Management

Directions Website Contact the business

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.

10/23/2026

Here's a primer on indexed annuities.

10/20/2026

If you are self-employed, you generally must file a Schedule SE, Form 1040, and pay an additional tax on your self-employment income. The federal government uses this tax to fund Social Security and Medicare benefits. The self-employment tax rate on net earnings is 15.3%, with 12.4% of this rate for...

10/16/2026

Naming a beneficiary for your traditional IRA or employer-sponsored retirement plan may be one of the most important financial decisions you ever make. The beneficiary (or beneficiaries) you name will receive the funds remaining in your IRA or plan after you die, so you should certainly consider you...

10/13/2026

Many states have enacted their own homestead laws.

10/09/2026

See key market data for the week ending July 31, 2026.

10/06/2026

The latest issue of Market Month is available.

10/02/2026

By contributing to an IRA, you make use of a powerful retirement savings tool. Be sure that you choose the one that's best for you, whether it's a traditional IRA or a Roth IRA.

09/29/2026

A family limited partnership is a partnership agreement that exists between family members.

09/25/2026

A new tax-advantaged investment account designed to help children prepare for the future is available.

09/22/2026

The income tax rate at which you are taxed for a certain range of income depends on your filing status.

Address

31 W. Dupree Street, Box 48
Selma, NC
27501

Website

Alerts

Be the first to know and let us send you an email when Bridge Financial Planning and Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Bridge Financial Planning and Wealth Management:

Shortcuts

Share

Category