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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Easy, affordable estate documents

It’s surprising how many families we meet who don’t have wills, trusts or powers of attorney. That’s why we’ve partnered with LegacyLock to help you define your estate wishes, instead of some judge who doesn’t know you.

LegacyLock is a fast, easy alternative to costly estate planning services. Contact us to find out how you can get a complete set of estate documents written by expert attorneys for just $795 – a $200 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 throws a lot of information at people. Most of our clients were just following the herd before they met us. They were pursuing 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 strategies go beyond what everybody else is doing. We help you see your future more clearly and get where you want to be more efficiently. Our offerings are better than standard-issue solutions that may not be fully designed with you in mind.

In most cases, we’re able to point you to a path that provides you with more control, more access to cash and more options. If the solution you already have is best or only part of your financial life needs to be changed, we promise to let you know.