Our Mission is to help our clients work toward financial confidence through informed decision-making. We are your partners in this process. Having a trusted team help you organize and simplify your affairs frees you up to enjoy what matters most. Just about everyone has a different opinion on how you should invest or manage your money.
With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all. At Blackbridge Financial, LLC, we strive to create a personalized financial roadmap that may guide you toward your desired destination.
With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all. At Blackbridge Financial, LLC, we strive to create a personalized financial roadmap that may guide you toward your desired destination.
Services
Reggie is committed to helping clients stay focused on where they want to go, providing advice on how to get there, and reminding them of the importance of maintaining a disciplined approach to pursuing their dreams. Alex is often asked why he chose this profession and his motivation is based on his core values: being impactful, authentic, and invested in education.
We are affiliated with a hybrid Registered Investment Advisor (RIA), Independent Advisor Alliance, whose home office is in Charlotte, NC. Robert Russo, AAMS, CRPS, owns Independent Advisor Alliance (IAA) and is an Office of Supervisory Jurisdiction (OSJ), allowing us to focus on the things we do best, financial planning and asset management for our clients.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
