YOUR RETIREMENT INCOME PICTURE IS UNLIKE
ANYONE ELSE'S
Make your complimentary appointment today, we'll help make sense of it all.
Play the video above to watch a message from the owner, Dan Casey.
"An Investment in Knowledge pays the Best Dividends" - Benjamin Franklin
Your Success Matters!
We are uniquely equipped to help clients identify opportunities that align with their values – thus allowing their story to unfold.
Our goal at Bridgeriver Advisors is to be your most trusted advisor through our professional knowledge, our integrity and personalized service that spans over 30 years. We believe in Straight Talk - telling it like it is, using simple language that people understand.
is your retirement income on track?
No two financial situations are alike. It takes a highly skilled and experienced financial advisor to sort through the myriad of retirement options available to you, and give you a custom analysis of what to do now to secure your future. Just a few minutes of your time can mean greater income and lower taxes the rest of your life. There's no cost for this.
And remember, as a Fiduciary we have always put our clients best interests first.
HERE'S WHAT OUR MEETING WILL COVER:
SOCIAL SECURITY
How to optimize your benefits even with the Budget Bill of 2015.
PENSION BENEFITS
How to optimize your benefits and deciding the best path. Rolling your pension into your IRA isn't always the best move.
INCOME GAP
Determining if you'll be facing an income gap and the best strategies to fix it.
PROTECTING INCOME
Protecting future income with long term care insurance. We'll explore EVERY way to get this important coverage.
REDUCING TAXES
This is perhaps what put our company on the map. Reducing taxes is one of our top priorities.
RMD ELIMINATION
We'll look at every strategy to reduce or eliminate required minimum distributions.
TRUSTS AND WILLS
The pro's and con's of trusts and wills and what's involved.
IRA TO HSA TRANSFERS
We'll discuss how to move money from IRAs to HSAs without taxes and without penalty (if younger than 59 1/2)
REVERSE MORTGAGES
We'll explore the pro's and con's of Reverse Mortgages.
All this and so much more. Because we are Fiduciaries, YOUR interests come first.
Don't Leave Until You
watch these powerful video's
Watch these 3 select videos' from Dan's show "The Tax Free Retiree" that can be seen on Apple TV and Roku.
WATCH DAN'S TEDx TALK FROM WILMINGTON DELAWARE
Watch Dan take 'Ellen' through her life from birth to death and every financial step she should take in under 18 minutes!
HERE'S WHAT TO DO NOW
Just follow these steps. It's really easy as 1, 2, 3. You never have to leave the comfort of your home. Because we have clients nationwide, we have a proven and secure way by using the latest technology for you to feel as if you're in his office. And don't worry, you don't need to be on video... :)
We look at the time spent preparing a personalized strategy as an investment in our relationship.
We look at the time spent preparing a personalized strategy as an investment in our relationship.
There is never a cost.
Of course, if you're local, you are also welcome to make an in office appointment in our office in Bloomfield Hills, Michigan.
Of course, if you're local, you are also welcome to make an in office appointment in our office in Bloomfield Hills, Michigan.
STEP 1
Make an appointment for a 15 minute phone call or in-office appointment. If you're out of state, your discussion will include how your 1 on 1 webinars will work (Hint: It's VERY simple, no tech expertise needed).
STEP 2
There is no information we need before, regardless if it's a phone call or in office appointment. We'll call you if the appointment is a phone call.
STEP 3
Enjoy your appointment! Many find our no nonsense' approach to financial planning refreshing. Next steps, if any, will be discussed at the end.
Just click the button below to have instant access to one of our advisors calendar where you'll be able to schedule your own appointment. Email confirmation and reminders will be provided.
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Customer Service (248) 785-3734
