Securing Your Retirement, One Step at a Time.

Our Services

Retirement Strategies

If you’re approaching or already in retirement, you’ve likely realized that saving is only part of the equation. The bigger question becomes how to turn what you’ve saved into dependable income you can count on for as long as you need it.

At Bridge Builders Financial, we help individuals and couples create retirement strategies focused on generating reliable income, reducing uncertainty, and helping ensure your money lasts throughout retirement. There’s no one-size-fits-all approach, which is why we take the time to understand your goals, concerns, and vision for the years ahead.

Our retirement planning services may include guidance on:

  • Creating lifetime income strategies

  • Coordinating Social Security with other income sources

  • Traditional and Roth IRAs

  • Roth conversion considerations

  • Employer retirement plans and pensions

  • Fixed and fixed indexed annuities, when appropriate

Our goal is to help you move into retirement with clarity and confidence knowing you have a plan designed to support your lifestyle and protect the people who matter most.

Social Security Planning

For many people, Social Security will play a major role in retirement, but it’s rarely as simple as choosing a start date and filing. The decisions you make can have a lasting impact on your income for the rest of your life.

At Bridge Builders Financial, we help you better understand how Social Security fits into your overall retirement picture and how to coordinate it with other income sources. Our approach is educational and personalized, helping you make informed choices based on your unique situation.

We can help you:

  • Review your Social Security statement and retirement accounts to identify potential income gaps

  • Understand why it’s important to regularly verify your earnings record for accuracy

  • Explore strategies that may benefit married couples, including spousal and survivor considerations

  • Evaluate whether you may be eligible for additional benefits, such as ex-spousal or caregiver benefits

  • Examine how Social Security benefits may be taxed alongside other retirement income

When appropriate, we also discuss ways guaranteed income solutions may help provide stability and predictability in retirement. The goal is simple: clarity, confidence, and a strategy that supports the life you want to live.

Life Insurance & Annuities

Life insurance and annuities can play an important role in protecting your family and creating financial stability especially as you plan for retirement and beyond.

At Bridge Builders Financial, we help individuals and couples understand how these tools may support goals such as providing for a spouse, planning for the unexpected, creating reliable income, and leaving a meaningful legacy. Our approach begins with education, so you can clearly understand your options before making any decisions.

We work with a variety of insurance-based solutions and take the time to help you determine what fits your situation, stage of life, and long-term priorities. The focus is always on protection, clarity, and confidence, not pressure.

Our goal is to help you feel comfortable knowing your family is supported and your retirement strategy is built with care and intention.

Let’s talk and see how we can help you create financial stability and peace of mind!

Bridge Builders and its representatives do not provide legal or tax advice. We encourage you to consult with a qualified tax advisor or attorney for guidance specific to your situation.

While Bridge Builders 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.

Bridge Builders 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.