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Your financial goals may include:
- Purchase a home
- Ensure retirement income
- Create a workable spending plan
- Minimize the effects of inflation
- Create and preserve personal wealth
- Reduce the risk of financially devastating events
- Reduce the burden of taxes
- Reduce the burden of debt
To help you reach these important goals, our services may include:
- Cash Flow / Debt Management Program
- Personal Financial Planning
- Retirement Planning Strategies
- College Funding Advice
- Stock Option Advice
- Lump Sum Distribution Advice
- Tax Planning and Preparation
- Insurance Needs Analysis
- Second Opinion on Investments or Current Financial Plan
- Financial Seminars for Military, Church and Civic Groups
- Corporate Employee Financial Education - Seminars on 401(k)s, Employee Benefits, etc.
Glenda K. Moehlenpah, CPA, CFP®, d/b/a Financial Bridges is Registered Investment Advisor located in San Diego, California. Financial Bridges offers to provide hourly, fee-only financial planning services and investment advice to individuals and families. Financial Bridges works solely for its clients: as fee-only advisors, potential conflicts of interest regarding compensation are removed.
Financial Bridges works with people from all walks of life, by offering to provide fee-only financial planning and advice for everyday life. Clients have the flexibility to engage the firm on either a one-time, as-needed or ongoing basis. Remember, you don't have to have a fortune to start building one. Today is always the best time to get started. Whether you are building assets for the future - or seeking to protect, enjoy and pass on those you already have - Financial Bridges can help connect you to where you want to be.
OUR MISSION
The Mission of Financial Bridges is to provide timely, unbiased advice to people from all walks of life. Through the advantages of professional, Fee-Only planning, we seek to empower our clients to make the best financial decisions possible. As a staunch consumer advocate and Fee-Only client fiduciary, we continue to demonstrate our commitment to serving the public's best interests (please see the definitions of these words, below).
Please read Seven Steps To Building A Brighter Financial Future , then complete the Confidential Questionnaire, and call or e-mail to schedule your complimentary, no-obligation Get Acquainted Meeting. Remember, you don't have to have a fortune to start building one. Today is always the best day to get started! Why not get started today?
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© Copyright The Garrett Planning Network, Inc. 2001 All Rights Reserved.
DEFINITIONS (FROM ROGET'S INTERNATIONAL THESAURUS)
- Staunch -- Faithful, firm, friendly, reliable, solid, strong, resolute;
- Advocate -- Defender, deputy, friend, justifier, supporter, advisor;
- Fiduciary -- Trustee, financial officer;
- Interests -- Cause, benefit, gain.
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