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Feel Confident in Your Financial Future with a Dedicated Financial Advisor
Your dedicated financial partner in Chattanooga, Tennessee, and Northern Georgia
Crafting Confident Futures with Simple Financial Planning
Financial planning can feel daunting and overwhelming. We make it simple. Together, we answer questions like:
- Will I have enough money saved to retire someday and will it last?
- Do I need long-term care insurance? Can I afford the premiums?
- Do I have the right kind of life insurance in place to protect loved ones when I pass away?
- What about taxes? Are there ways to reduce Uncle Sam’s cut?
- Am I diversified enough with my investments? Am I taking on too much risk?
- As a business owner, what are my options for employee benefits and succession planning?
Financial Planning & Retirement Services That Empower Your Success
At Blue Bridge Wealth, we want to make sure our clients are well-informed and fully understand their financial options before making any decisions. This awareness helps provide a strong foundation for our work together and helps clients go confidently in the direction of their goals. We offer the following services to individuals, families and business owners, based on their needs:
We Have the Stepping STONES to help you plan Your Financial Future
Blue Bridge Wealth works with each client through a coordinated, streamlined process designed to get to know them, their story and fully understand their goals. This is necessary so that we can make well-informed recommendations based on need. Our partnership unfolds over a series of meetings designed to empower each client and their financial future.
The five-step Financial
Stepping STONES Process is designed to keep everyone on track and avoid common missteps on the path to success.
Schedule a meeting so we can get to know you and your goals.
Take account of your current situation and what can be enhanced.
Optimize your situation with new strategies to meet your goals.
Necessitate approved strategies and put them into place.
Evaluate strategies and adjust over time.
5 Simple Steps to a Successful Retirement: Make Your Retirement a Blockbuster
Do you have doubts about your ability to reach your retirement goals? Are you less than confident about certain aspects of your retirement strategy? Here’s the good news…there’s always time to adjust your plan and get back on track. You can take your retirement strategy from flop to blockbuster with these simple strategies.
Begin Your Financial Journey Today
Interested in learning more about how we can help navigate the journey toward your retirement goals? Contact us to schedule a complimentary, no-obligation consultation.
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Investment advisory services offered through Retirement Wealth Advisors, LLC (RWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. RWA and Blue Bridge Wealth are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
Shawn Rogers and Blue Bridge Wealth are not affiliated with or endorsed by the Social Security Administration or any other government agency.
Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only.
Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.