Let us help you build a bridge to fulfill your personal mission.
Let us help you build a bridge to fulfill your personal mission.
"JOYFUL IS THE PERSON WHO FINDS WISDOM AND GAINS UNDERSTANDING" - PROVERBS 3:13
At The MissionBridge Wealth Partners, our goal is to provide you the knowledge and tools you need to navigate your unique situation. Through guidance and education of our WISDOM-driven process, you'll gain confidence to make many financial decisions, and we'll be here to guide you every step of the way.
Our process begins with a Welcome Meeting to gain a personal understanding of you and your financial goals. Come to your Welcome Meeting prepared to share.
To make the most of our Welcome Meeting we'll need information; account statements, tax returns, estate planning documents. We may not need it all the first meeting, but in order to build a comprehensive plan, the more details the better!
We ask a lot of questions. While we will of course spend time on the financial planning foundations you'd expect; topics like time horizon and risk tolerance, our team wants to get to know you and your family. What do you want out of life? What do you want from your wealth? What keeps you up at night...and what can we do to help you sleep?
What is the mission you want to accomplish with your wealth?
Together we will find out what's working in your current financial plan and what can be improved upon. Investment allocation, the tax status of the accounts you own, are you eligible to fund certain accounts, why or why not? What are the work arounds? What does your accountant have to say about all this? Why is your ex-spouse still the beneficiary on your 401k? Oops. We're trained to find the risks hidden in your resources.
Our team will develop recommendations and customize your financial plan using Raymond James proprietary software. From investment recommendations to insurance solutions, tax guidance (not tax advice, we are not CPAs) to estate planning ideas (not legal advice, we are not JDs) we can collaborate with your other trusted professionals to develop your financial plan.
"It's never been explained to us like that."
This is common feedback at our Delivery Meeting. Whether prospective clients choose to work with us or not, they leave this meeting with a better understanding of their situation, their current investments & allocation, the fees they are paying and the value they will get working with our team. The concepts we discuss are not simple, but they can be made easy.
Relax and allow our team to Operate the plan.
Our staff is prepared to process the transfer of your accounts; after discussing all of your distribution options and determining the best solution for your situation, we host the rollover call of your former retirement plan; we make sure your account ownership and beneficiary changes are completed; we get you set up with your investment contribution or income distribution plan. Finally, we offer a recap of the improvements we've made so that we begin this journey on the same page and hiking in the same direction.
This step is a continued partnership. As advisors, it is our job to communicate changes to the markets, geopolitical changes, and necessary adjustments to your investments to make appropriate changes to your financial plan.
We want you to feel comfortable communicating with us as well. Please inform us of job changes, new additions to the family, changes to your financial goals or to simply be a sounding board for your financial decisions.
Your relationship is important to us, and we believe good relationships thrive on communication.
We’ve worked hard to build the culture we have today, and every new member who joins us offers our clients even more value through their shared values, priorities and vision. Culture is not something we take lightly, as we know that the only way our clients will be truly happy working with us is if every team member is aligned on these same core values.
What's the purpose behind your plan? By working together we will help you embark on your journey; whether it be a new home, educating a loved one, living the retirement of your dreams or leaving a lasting legacy, it's our mission to help you achieve yours.
We are committed to your progress. Our objective is for you to leave any encounter with our team in a better position than when you arrived; with confidence, a better understanding of the path you are currently on or a list of action items to improve your position. We're here to serve.
Providing you with the knowledge and resources you need to be successful is what we do best. We are committed to delivering recommendations that serve your best interests. Financial planning can be overwhelming; industry jargon, confusing fee structures, tax implications and estate concerns...we provide solutions that are easy to understand so you can apply our insights throughout your day-to-day life.
At The MissionBridge Wealth Partners, we're cultivating a culture that eliminates negative feelings about wealth. Money is neither good nor bad, it is simply a tool we use to embark on a journey.
When you engage our team, you should immediately feel a sense of confidence because you've already taken purposeful action toward attaining the life you say you want.
When you first engage any financial professional, you can expect to cover general information and get a sense of where you currently stand. At The MissionBridge Wealth Partners you should also expect a level of personal understanding, professionalism and knowledge you can use to improve your situation.
It's ok to have high expectations of our team, we do.
We are firm believers that anything is possible, and whatever challenges that come up along the way simply exist to guide us in the right direction. We learn from our clients to share with our clients. We're blessed to have gained wisdom and experiences of people who have been where you want to go.
|You need some hands-on guidance on which investment strategies are right for you.||Investment Management|
Accomplish your short and long-term objectives with an investment portfolio tailored according to your unique risk profile.
|You’re in the middle of your career, just started a family and have assets all over the place that need some organization.||Retirement Planning|
Social Security, pension, stocks and more. We’ll identify all potential sources of income so you can look forward to your life.
|Now that you’re getting older, you want to review your current policies and see if others better suit your needs.||Insurance Alternatives|
Our access to some of the top providers in the country enables us to hand-pick the insurance solutions that offer the most value at a price that’s right for you.
At The MissionBridge Wealth Partners, we enjoy helping compassionate people give back to others in need. Through our Bridge to Community program we help connect people to opportunities to make a difference in their local community. This initiative highlights efforts of local non-profits through conducting interviews with non-profit leaders, sharing events, and giving opportunities. Through our program, we also contribute financially to support non-profits in growing their impact.
Check out the latest opportunities here:
Many #BridgetoCommunity posts offer an opportunity to like/share through our social media pages while supporting local charities. Follow our Facebook page for opportunities to help grow positive impact!
Your wellbeing is at the heart of the advice we offer, the services we provide and the products we recommend. Reach out and we'll do all we can to exceed your expectations.