Financial Advice In Frontenac 

Introduction: Who Is One Bridge?

If you're like most people, just the thought of managing your investments and finances can create unnecessary anxiety and stress. One Bridge is here for when you need assistance with wealth management; Frontenac residents can feel free to call us anytime. Integrity and intellect form the foundation of our knowledgeable team of experienced professionals who seek to consistently deliver insightful, custom-tailored services. We are an independent firm whose obligation is to our clients. We'll work to manage your assets and investments with your specific interests in mind, and according to your individual financial goals. One Bridge is honored to be the choice for your family’s "outsourced CFO". 

Comprehensive Services for Wealth Management 

Here at One Bridge Wealth Management, we offer a full set of comprehensive services to encompass the important aspects of your financial planning needs, including, but not limited to:

  • Investment Management 
  • Tax Strategies 
  • Risk Management & Insurance 
  • Retirement Planning
  • Estate Planning
  • Business Planning 
  • Employee Retirement Plan Consulting 
  • Employer Retirement Plan Consulting 
You can view more detailed information on any of these topics, on their specific pages within this website. Or you can call to schedule a consultation for more information. In the meantime, here is additional information on two common issues. 

Retirement Planning 
It’s never too early (or too late) to start planning for your retirement. There are many different questions people have about retirement, and One Bridge Wealth Management is here to help you understand all your options. Questions like: How can I reduce my taxes in retirement this year and next? How and when can I cash out or transfer a 401K? How will drawing from my retirement accounts or pension affect me, and can I assign a beneficiary? At what age should I retire to maximize my income? When should I file for Social Security? Another question includes: What will retirement look like, for me?  To answer this, we run a Monte Carlo analysis, showing several possible outcomes depending upon the information you provide and a range of market return sequences. This helps us identify where you are currently, and how we can get you to meet your goals in retirement. When preparing for retirement, Frontenac residents can look to One Bridge for help.

Tax Strategies 
Another area where most people can use additional financial advice is in tax strategies. Through your investments, you can use the tax code to your advantage in many ways. Even for those who stay on top of their taxes by utilizing deductions such as qualified charitable donations, (i.e. tax-deductible), and/or devising year-end tax planning strategies, it is tough to know all the options available. We can advise on if you should consider a Roth conversion, how to contribute to a Roth regardless of your income, and how to help reduce capital gains tax on your investments. Reducing your taxable income is one of the primary goals of tax planning and can be done in several ways. Optimizing your finances is a well-known secret for people with significant assets and investments. For professional wealth management services, Frontenac residents can turn to One Bridge for help.