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.


 

 

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Cash Flow Analysis

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

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

More Calculators →

Is It Wise to Trade Your Pension for a Lump Sum?

The pros and cons of keeping a pension versus accepting a lump-sum payout.

LLCs: Hybrid Structure May Offer Best of Both Worlds

A look at the distinctions between LLCs, partnerships, and sole proprietorships.

Advance Medical and Legal Directives

Expressing your wishes in advance could help loved ones feel more confident making medical or legal decisions.

Balancing Medicare and Work-Based Insurance

Rules and other considerations workers who are eligible for both Medicare and employer-based health insurance face.

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