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Accumulating for Retirement?  Here are things to consider:

Time

Time

Time diversification helps to get all the money working for you. 

Taking cash of the sideline to get it working for you but still not taking too much risk. 

Spreading the funds in way of time allows for more potential gains while still keeping a lot of funds safe.  

By putting more of your money to work you’ll have more money in your pocket.

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Investments

Investments

Investment diversification tells you what kind of assets you should be in.

That way when one goes down, others can help bring the portfolio up.

We never know which one is going up so we have some of everything that we possibly can, depending on asset amount. 

To help determine what kind of investment diversification you need, we need to collect your risk tolerance and the assets you have available to invest.

The less you lose in downturns is the more money in your pocket.

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Taxes

Taxes

Tax diversification tells you where to accumulate assets for the best tax outcome. 

To help determine what kind of tax diversification you need, we collect your investable assets, tax brackets, and time that you have available to invest. 

The less taxes you pay the more money in your pocket. 

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Financial Planning is Key!

Here Bridgerland financial we take the time to write comprehensive financial plans that take it to affect all three types of diversification to help keep more money in your pocket.  

We are a fee-based financial planning firm. Therefore, we do not work solely on commission we charge a flat fee for all the services that you see that we can help you with in this menu of services. 

That way you can feel comfortable with the recommendations that we make are in your best interest not the best interest of Bridgeland Financial. 

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