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.


 

 

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Cash Flow Analysis

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

More Calculators →

HOT TOPIC: Volatility Puts Tech Sector in the Spotlight

What can go wrong when investors chase performance and/or have a portfolio overly concentrated in one sector.

Taxing Social Security Benefits

How Social Security benefits are taxed and why the current system may lead to higher tax liabilities.

Could the AMT Boost Your Taxes?

An explanation of how the alternative minimum tax works. It is expected to affect about 4.3 million taxpayers in 2016.

Are UITs for You?

How unit investment trusts operate and potential investment risks.

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