FINANCIAL PLANNING | INVESTMENTS | TAX-EFFICIENCY
Chesterfield Financial Planning and Wealth Management
Who We Are
One Bridge Wealth Management is the independent firm of financial planning consultants Chesterfield, MO residents can trust. We are a talented team of educated wealth management professionals who are passionate about our business. We believe having integrity and dependability are essential to the job. Ever since we founded One Bridge, the goal has been to improve the financial lives of our clients and their families, as well as bring them higher quality, more personalized services. Your financial goals guide the advice and financial plan that we provide to you. We care about our clients and take the time to get to know them, and to better understand their financial needs and goals. We are Chesterfields' outsourced CFO for you, your family, and your business needs.
One Bridge Wealth Management is the independent firm of financial planning consultants Chesterfield, MO residents can trust. We are a talented team of educated wealth management professionals who are passionate about our business. We believe having integrity and dependability are essential to the job. Ever since we founded One Bridge, the goal has been to improve the financial lives of our clients and their families, as well as bring them higher quality, more personalized services. Your financial goals guide the advice and financial plan that we provide to you. We care about our clients and take the time to get to know them, and to better understand their financial needs and goals. We are Chesterfields' outsourced CFO for you, your family, and your business needs.
What We Offer
To meet the financial needs that arise for clients, we offer a comprehensive list of services. Here are some of the topics in which we help our clients:
- Investment Management
- Tax Strategies
- Risk Management & Insurance
- Retirement Planning
- Estate Planning
- Business Planning
- Employee Retirement Plan Consulting
- Employer Retirement Plan Consulting
You can find more detailed information on any of these topics on their respective pages, within our website. We are always available to discuss additional information and we’d be more than happy to help you. Here is a little bit more detail about two specific areas which concern many people in Chesterfield, MO.
Retirement Planning
If you are like most Americans, you want to financially secure your retirement years. You may have even begun doing this on your own, with a 401K or a similar employer-sponsored plan. Or perhaps you want to start preparing for retirement and aren't sure how to begin? Maybe you are wondering when you should file for Social Security? Or how retirement looks, and if you're going to be able to reach your goals? A Monte Carlo Analysis might be just the thing to show you several outcomes depending on your situation and the likelihood of achieving your goals. We will assist you in creating a plan best suited to your financial situation and the steps necessary to reach your goals, or help you with any other concerns you may have about retirement.
Risk Management & Insurance (Life, Long-Term Care & Disability)
Even if you already have a financial plan with suitable investments and everything is going as planned, "the unexpected" can happen at any time. Unforeseen risks can significantly reduce your investable assets if you are not prepared. If we understand what we can control vs. what we cannot, we have a starting point. We will help you identify your greatest risks and get you the coverage you need to protect what truly matters to you. For example, if long term care costs are a risk, then there are different ways to manage this risk. One way is through insurance. But, there are different types of insurance that can manage this risk. There is “straight-up” long term care insurance. But there’s also life insurance with a long-term care rider. There are pros and cons to both, and we can help you with this. The bottom line is, when you need assistance from a Chesterfield, MO. financial advisor, we believe the smart choice is One Bridge Wealth Management.