Your Retirement Tax Strategy
If you don't like paying any more taxes than you legally need to, and you do not yet have a "retirement tax strategy" - watch this short video to discover substantial tax benefits available to people over the age of 60 that most tax advisors know too little about.
Philip T. Purpura, CFP
Bridge Wealth Strategies
Lic. # NY & CA
Our mission is to create a firm like no other in the industry. Working with the clients and our multidisciplinary team approach of specialists will create an elevated client experience. Families and small businesses demand ever-increasing assistance with support and guidance for smart estate and financial planning for building wealth.
Continuous training and support for company management and employees, combined with the strictest standards of protocols, ethics, and integrity, will be expected and implemented.
Insurance:Insurance product guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.Advisory:Advisory services are offered through Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk. There can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark.Insurance And Advisory:Both of the above.