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.

07/17/2026

Consider many factors that may affect the timing of your retirement.

07/14/2026

A 401(k) wraparound plan is a nonqualified deferred compensation (NQDC) plan that supplements or "wraps around" the already existing tax-qualified 401(k) plan that you offer to your employees. It also allows both you and your employees to make contributions that exceed the limits imposed on contribu...

07/10/2026

As a small business owner, you're probably interested in finding ways to save for retirement. You may also be concerned about attracting and retaining qualified employees. You may be able to pursue both of these goals by establishing a savings incentive match plan for employees (SIMPLE) 401(k) plan....

07/07/2026

The IRS is now turning to artificial intelligence (AI) to overhaul its technology infrastructure, strengthen compliance, and improve taxpayer services.

07/03/2026

As a couple, make sure you have an understanding of your investment goals and the best way to try to reach them.

06/30/2026
06/26/2026

The federal income tax filing deadline for most individuals is Wednesday, April 15, 2026.

06/23/2026

Retirement plans offer many advantages for small businesses.

06/19/2026

Capital gains tax is imposed on gains realized from the sale of capital assets such as a home, an investment, or a business interest. Special maximum tax rates generally apply to long-term capital gains; these rates are typically lower than the rates that apply to ordinary income. These special maxi...

06/16/2026

Consider the following investment tips as the year comes to an end.

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110 S Massey Street
Selma, NC
06109

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