Bridgelight Financial Advisors is an independent financial services firm based in Shelton, CT, specializing in helping individuals transition into retirement. Their team of experts provides comprehensive financial planning services, including income planning, tax planning, risk planning, investment planning, legacy planning, and college planning. With a client-centered approach, Bridgelight Financial Advisors aims to create custom financial plans tailored to each client's unique needs, ensuring a smooth and secure transition into retirement.
As a registered investment advisor, Bridgelight Financial Advisors offers thoughtful and tailored solutions to help clients achieve their financial goals. Their comprehensive money management approach focuses on risk tolerance, portfolio fees, and volatility control. With a commitment to maximizing the amount of money available for college expenses, Bridgelight Financial Advisors goes beyond traditional 529 savings accounts to create strategies that help clients send their children or grandchildren to college. With their expertise and personalized approach, Bridgelight Financial Advisors simplifies the transition into retirement, allowing clients to focus on living the life they want.
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