Call Today: (423) 486-1414
Blue Bridge Wealth Helps You Enjoy Life Today and Prepare for a Bright Future
Shawn Rogers prides himself on creating lasting client relationships by offering the best client care and in-depth service. As an independent advisor who is not tied to any particular financial products or carriers, he is able to offer options based solely on the specific needs of each client, always keeping their best interests at heart.
If you combine your accumulated assets with projected Social Security earnings, will you have enough to retire and stay retired? We can help you answer this question and others as we look at how your income streams can work together in retirement. We can also see if strategies for creating an additional income stream you can’t outlive are applicable in your situation.
Life insurance can serve as an important and essential financial safety net for a spouse, children or other loved ones in the event of an untimely death of the insured party. Funds can be used to pay off a home, provide for a college education or make sure that a spouse is not forced to adjust their lifestyle. We can help explain the various policies and find the right carrier to meet your goals, so a safety net is in place when needed.
Choosing when and how to draw Social Security can be a tough decision with hundreds of options. Decisions should always be made based on your specific situation, such as marital status, income need and timing. Making the best choice also depends on additional savings and retirement accounts you may have. We can help you navigate the possibilities, so you get the most from your hard-earned benefits.
Have you ever wondered how America’s wealthiest families are able to protect their estate and pass assets to the next generation? They do so by finding the most cost and tax-efficient options available to them. This allows them to retain more of their wealth and diminish Uncle Sam’s cut. You don’t have to be wealthy to protect, preserve and pass along your estate. You just need access to the right professionals who understand how it’s done. Our firm understands the process and can make referrals to the right professionals, so that estate planning is within reach for all our clients if desired.
There are many ways to establish and fund trusts and make direct gifts. Some allow you to maintain control of your asset while avoiding future taxes that could occur without charitable planning. If you have significant qualified or non-qualified assets like IRAs, SEPs, 401(k)s or annuities, as well as capital gains in stocks or business interests, there may be tax consequences for you and your heirs. We can also work with your attorney to make sure the proper legal documentation is in place, as well as your CPA to make sure all tax issues are considered.
Financial planning is the long-term process of wisely managing your finances so you can achieve your retirement goals, while identifying pitfalls that could arise in every stage of life. The steps to create a sound financial plan are:
When it comes to investment planning, assessing your risk tolerance is key. We determine this by asking:
With an increase, some people report they might travel more, or maybe nothing would change. With a decrease, some people report they might be devastated, forced to downsize, or make another dramatic lifestyle changes. They would rather preserve what they have than gamble their wealth on risky returns.
Our firm can look at your risk tolerance, overall goals (growth, preservation or protection) and make sure that you have the appropriate investment strategy in place.
If you've been thinking about selling your home, commercial property or farm, you need to ask the right financial questions before taking real estate action. Selling property is a big decision. The same applies if you are considering an alternative investment to your commercial property.
We can help answer these questions:
Get the answers before making a move.
We can help our clients explore the answers to these vexing questions and work with tax professionals when needed:
Every dollar saved in taxes can be reinvested or redirected to benefit you, not Uncle Sam.
What if you had a dedicated guide with Fortune 500 experience to help improve your organization? Blue Bridge Wealth provides forward-thinking business guidance in these areas:
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.
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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Address:
Blue Bridge Wealth
620 Cherokee Blvd
Suite 208
Chattanooga, TN 37405
Phone:
Office: (423) 486-1414
Cell: (423) 595-7549
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.