At Bridgelight Financial Advisors, we specialize in helping others transition into their hard-earned retirements. Our team will work with you to understand your unique needs so you can focus more on living the life you want. Don't guess when it comes to understanding the key components of successful financial planning.
Our goal is to help ensure your expenses are paid with reliability and predictability for the rest of your life. We'll look at the taxable nature of your current assets and potential ways to include tax-deferred or tax-free money in your retirement strategy. We take a look at a wide net of personal care options to help ensure you're in good hands in all areas of your life.
Our goal is to help ensure your expenses are paid with reliability and predictability for the rest of your life. We'll look at the taxable nature of your current assets and potential ways to include tax-deferred or tax-free money in your retirement strategy. We take a look at a wide net of personal care options to help ensure you're in good hands in all areas of your life.
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Bill Leavitt is an Investment Advisor and financial planner with more than two decades of experience. He specializes in working with pre-retirees, retirees and professionals to help them navigate a complicated and ever-changing investment landscape. As an independent, fee-based fiduciary advisor, Bill provides personalized, objective and unbiased recommendations that are best suited to each client's unique needs.
If you're like many of the people who come see us, you may have doubts about whether you're prepared to leave your steady paycheck behind. Or maybe you just want reassurance that your current financial strategy is leading you where you want to go. That's why we're here. We understand your problems and have the resources to help you solve them.
No strings attached, no gimmicks. We want to lend a hand to your family and friends to see if we can help them along their retirement journey. We know how hard it is to understand the unpredictable market, especially lately, and keep tabs on all the changes. That's why we want to help not only our clients, but their friends and family as well, who might have some concerns or questions about their financial futures.
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