Clarity, Confidence, and Guaranteed Income. So You Can Retire With Peace of Mind
We help individuals and families make informed decisions about their financial future, especially as they approach or enter retirement. Our focus is on protecting income, reducing uncertainty, and helping you feel confident in the choices you make for yourself and your loved ones.
Schedule a free, no-obligation strategy session with our founder, Jacob Lively, to gain clarity around your retirement income and next steps.
Retirement Should Feel Secure, Not Stressful
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Preparing for retirement involves important decisions, and there is rarely a single path that works for everyone.
At Bridge Builders Financial, we work with clients to better understand their retirement goals and explore strategies designed to preserve assets, manage risk, and support long-term income needs. Each plan is tailored to the individual and built around thoughtful education, not pressure.
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At Bridge Builders Financial, we help individuals and families plan for life’s uncertainties with thoughtful, education-driven protection strategies.
Life insurance can play an important role in supporting a family’s financial foundation; whether that means protecting loved ones, planning for future expenses, or ensuring continuity through unexpected events. We take the time to understand your goals and explain available options so you can make informed decisions with confidence.
Having worked with hundreds of families, we believe the right solution is always personal. Our approach is centered on care, clarity, and helping you choose coverage that aligns with your family’s needs and long-term priorities.
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By coordinating your retirement income, Social Security decisions, and beneficiary strategies, you can help ensure your spouse has dependable income, reduced financial stress, and clarity about the future. Thoughtful planning also allows you to pass on assets in a way that reflects your values and supports the people you care about most.
Jacob Lively
Jacob Lively is the owner of Bridge Builders Financial and a selected instructor for The Council of Financial Educators (COFE), an IRS-approved 501(c)(3) nonprofit. He specializes in helping individuals and couples understand their Social Security options, coordinate retirement income, and make confident, well-informed decisions for the years ahead.
Education-first retirement guidance focused on Social Security, guaranteed income, and protecting the money you’ve worked a lifetime to build.
Contact Us
The Root Coworking 3537 North Steele Blvd. Suite
Fayetteville, AR 72703
Hours
Monday–Friday
8:30am–5pm
Phone
479-304-4515
Upcoming Free Educational Events
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Bella Vista
Thursday, January 22, 6:000pm
Bella Vista Rec Center
Crowd Pleaser
3 Riordan Dr,
Bella Vista, AR 72715
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Siloam
Tuesday, January 27, 6:00pm
Siloam Springs Library
Room B
205 E Jefferson St,
Siloam Springs, AR 7276
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Springdale
Thursday, January 29, 6:00pm
Springdale Jones Center
Room 228
922 E. Emma Ave.
Springdale, AR 72764
Gain Clarity and Confidence with Actionable Steps to Secure Your Financial Future.
BridgeBuilders Financial, LLC (“Bridgebuilders”) and its representatives do not provide legal or tax advice. The Principal Advisor for Bridgebuilders is John Jacob Lively (AR License No. 13566653). We encourage you to consult with a qualified tax advisor or attorney for guidance specific to your situation.
While Bridgebuilders can offer general information, we do not provide specific tax or Social Security advice. Consumers should seek assistance from their tax advisor or the Social Security Administration for advice tailored to their individual circumstances.
Our team can help identify potential gaps in retirement income and may introduce insurance products, such as fixed annuities, as potential solutions.
BridgeBuilders is not approved by, endorsed by, or affiliated with the U.S. Government or any governmental agency.
Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
** Additional Medicare information can be found at www.medicare.gov.