Why we’re unique

We ask a lot of questions to help you understand where issues might exist. If you’re like most people, you’re probably losing tens or hundreds of thousands of dollars over your life due to one-size-fits-all strategies that reduce your wealth. We help you find and fix those issues.

What we offer

We help you achieve goals like more income in retirement, more funding for your kids’ college and better access to capital. We also point out strategies that may not be working well for you. If what you thought to be true turned out not to be, when would you want to know?

How it works

We start by gathering information from you so that we’re clear on how you arrived at where you are. You’ll make a list of the things you most want, then we’ll help you prioritize and implement appropriate strategies for you, your loved ones and your business (if you have one).

Why Bright Financial Services?

We’re not like most financial planning firms. We don’t apply the same strategies to all of our clients. We also worry about the stuff that keeps you up at night – like stock market risks, your need for capital access and the impact of taxes.

We only put together financial plans that match your specific needs and goals. Our strategies are never cookie-cutter because we appreciate that you have unique life circumstances and one-of-a-kind dreams.

Given one set of conditions, we’ll suggest a strategy that’s tailor made for your needs. Given another, we’ll recommend something entirely different that will work much better for you.

It’s all part of our promise to offer innovative strategies that address ALL of your financial concerns.

Let’s get started

Let's talk if you’d like more control, more clarity, more support and more money in your life. In 15 to 30 minutes, you’ll see whether we’re a good fit for your needs. Pick a date and time that works for you in our calendar and we’ll get a phone or Zoom call set up.


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Fast and easy estate planning.

It’s surprising how many families we meet that don’t have a living will. That’s why we’ve partnered with LegacyLock to help you get your estate planning paperwork in order.

LegacyLock is a fast, easy alternative to costly estate planning services. Use promo code VIP595 at checkout and you’ll get a complete set of estate planning documents written by expert attorneys for just $595 – a $400 savings. You can also try the service free before you pay.

Why follow the herd when there’s a better path to what you want?

The world of personal finance has a lot of information that gets thrown at people. We have a lot of clients who were just following the herd before they met us. They were following a financial direction because that’s what everybody else was doing or that’s what a book said they should do or that’s what the radio guy said they should do. They never really examined it closely for their own life situation.

At Bright Financial Services, our products and strategies go beyond what everybody else is doing. We also can show you exactly how our solutions will work for you and why you’ll be better off than with standard issue solutions you’ll find elsewhere.

In most cases, we’re able to point people to a better solution. If for some reason we’re unable to help you improve your life and your financial situation, we promise to let you know.