New Bridge Wealth Management

Retirement Plans

Newbridge is actively engaged in helping business owners and their employees with Retirement Plans. We stand beside the owner, ensuring they measure up to their fiduciary obligations, and we stand in front of the staff, empowering them to make sound financial decisions. And above all, we act in the client’s best interests, by doing the following:

  • Implementing a Plan tailored for your Company;
  • Ensuring all Plan expenses are transparent and reasonable;
  • Offering low-cost investment choices (open architecture).

Construction Phase

Setting the foundation: After you approve the blueprint, we work on your financial plan, a comprehensive document addressing needs such as cash flow, retirement, estate planning, income replacement, education funding, insurance, major purchases, and asset allocations.

Recommendations and final walk-through: We meet to review the solutions outlined in your financial plan. Once we agree, we move on to the production phase.

Production Phase

Implementation: We take the preliminary steps, such as transferring your accounts and restructuring your portfolios, as we begin implementing the recommendations in your plan.

Ongoing inspection: We meet on a regular schedule to review your plan and update it as necessary to address changes in your life.

Design Phase

Conversation: We meet with you to discuss your financial situation, your concerns, and your goals for the short and long term.

Data gathering: Working together, we gather all the documents and other information needed to create your financial blueprint, which we prepare for your approval.