It's a privilege to help people with their financial plans.
The holistic approach achieved with
Money Bridge Wealth & Income Planning
Why Partner CPAs and Attorneys?
It provides tax and legal perspectives making the partnership supremely valuable to plan and preserve.
How can we make a difference for the client?
Money Bridge's consultative and partnering approach has truly
made a difference to individuals, families and business owners. Individuals
who have experienced sudden wealth due to a law suit settlement, lottery
winnings, bonus money or IRA distributions, need the insight and experience
of an educated advisor for short-term cash needs, long-term needs and
Medicare considerations, if applicable.
How can we make a difference for the attorney?
Proven strategies. Our approach analyzes the investment, insurance, legal and tax implications. This analytical, consultative method allows us to be part of your team and ultimately benefits your clients. In addition to the business we have built with our strategic alliances, we specialize in Sudden Wealth ManagementTM.
Working in a collaborative effort provides both firms the opportunity to increase revenue streams. Your firm’s volume will grow with referrals from the positive client experiences that we deliver. Those are qualified referrals based on trust.
As part of your collaborative team, we encourage a meeting at your firm after your client has been engaged. This step allows us to develop rapport and lend support to your client throughout the case. Our experience with this unique approach makes your client feel at ease. Most importantly, we are not transaction-based, but relationship-driven. We will never directly solicit your client—initial and follow-up contact is managed through your firm only.
Deliver your client more than a transaction based settlement. You worked for a very long time to win your case. Your client was satisfied in the short-term, but are you 100% comfortable with the way the long-term financial aspect was managed? Are you certain the right advice and products were provided?
We will deliver proven solutions.