SERVICES
Bridge Financial Care LLC provides concierge assistance to help you feel organized, safe and secure in your financial life. We are designed to act as your advocate working alongside your accountant, attorney and other trusted advisors. We facilitate, direct, and guide, and our goal is to help you stay independent for as long as possible.
We are not an investment advisor and will not provide investment advice.
services offered but not limited to:
Bill pay
Tax compilation
Asset consolidation
Organization of vital and legal records
Establish and maintain digital filing systems
Brokerage statement comprehension
Protect from financial fraud and identity theft
Managing philanthropic gifts and organization for accountants
Pre-estate organization: establish an electronic vault with vital information should an unforeseen event occur
Post-estate organization: working with families who have lost a loved one and assisting in the process of asset transfers, legal paperwork, and inheritance