Bridgehaven Financial Advisors welcomes you to our website, where you'll find a wealth of information about our capabilities and how we can help you reach your financial goals.  In addition, our site offers a wide variety of useful information including links directly to your account, various financial calculators, articles, monthly newsletters, a portfolio tracker, and more.

We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation.

We created this website to help you gain a better understanding of the financial concepts behind investing, retirement, estate investment planning, and wealth preservation. Most importantly, we hope you see the value of working with Bridgehaven Financial Advisors to help pursue your financial goals.

We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information and we wouldn't want you to miss any recent developments in the area of personal finance.


 

 

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Disability Income Insurance

How much Disability Income Insurance do you need?

More Calculators →

Bracing for Potential Cybersecurity Threats

Understanding cyber security threats and some tips to help small businesses defend their data and protect their interests.

Comparing Your Retirement Plan Options

A look at some specific features of employer-sponsored retirement plans (401(k) plans, SEP IRAs, and SIMPLE IRAs).

Indexed Annuities

The benefits and risks of indexed annuities, including ways in which return rates are calculated.

Universal Life for Flexibility

With a universal life insurance policy you can change the frequency and amount of premium payments or death benefit.

More Newsletters →

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals