Key Bridge Financial provides the following services
Backed by 65 years of experience Key Bridge can assist all your financial needs
wealth management
One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.
Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”
portfolio suitability and analysis
Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
advisory services
Key Bridge Financial assess the financial needs of our clients and help with decisions on investments, allocation, distributions, tax laws, and insurance. We help clients plan for short- and long-term goals, such as budgeting for education expenses and saving for retirement through investments.
trusts, estates, and beneficiary services
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
Neither Cadaret Grant & Co, Inc. nor its registered representatives or employees, provide tax or legal services. Please note that individual situations can vary. Therefor, the information should be relied upon when coordinated with individual professional advice.
retirement account, Annuities, Life insurance
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, 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.
Annuities are investments issued by insurance companies that can be used to help build a guaranteed income stream, based on the claims paying ability of the underlying insurance company. Annuities come in many varieties, helping investors reach diverse retirement goals.
Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.
child's education and financial future
There are several ways Key Bridge can assure a sound financial future for your children. Setting up 529 college savings accounts for your children is one of the best ways to help your children get a head start on their financial futures.
Key Bridge can help establish a convenient way to manage a child's money until they grow up. Whether the money comes from gifts, transferring shares, an inheritance, or earnings, a custodial account is one way to save and invest for a child.