Financial Planning and Wealth Management in Town & Country, MO

Wealth Management In Town And Country, MO.

When you're looking for financial advice, who can you trust? For a large number of us, this can be difficult to answer. One Bridge Wealth Management is an independent firm founded on integrity and the desire to improve the quality of our clients' financial lives, as well as the services we provide. One Bridge is the place for wealth management Town and Country residents can depend on to act in clients and their family's best interests. You can just think of us as your outsourced family CFO, acting with your best interest in mind. We are an experienced team of educated professionals, passionate about what we do and how we do it. We take the time to get to know you and your family, to better understand your financial needs and goals for the future. When you need financial advice, remember One Bridge Wealth Management. 

Services Offered 
We deliver a comprehensive list of services to span the multiple different areas our clients utilize. Here is a list of the topics we cover: 
  • 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 information on these topics on their respective pages right here on our website, or schedule an appointment for a consultation and we would love to discuss what we can do for you in greater detail. In the meantime, here is some further information on two common topics. 

Business Planning 
If you own a small business, Town and Country, MO. is a wonderful place to be. Planning for the future is probably important to you. Your business is likely your most significant asset, so you and your family's welfare are impacted if the business is not successful. Careful financial business planning will help you assess your risks, and identify your options for handling them, enabling you to have financial confidence. One Bridge will assist you throughout your business's life span with: 
  • Risk management
  • Owner distributions 
  • Succession planning 
Another thing we can help with are your compensation packages, such as insurance benefits, performance initiatives and qualified retirement plans. Additionally, if you are looking to pass on your business to another, succession planning is essential. We can advise on buy/sell agreements and the methods to fund it. 

Tax Strategies 
Generally, the goal of tax strategies and planning is to minimize your tax liability. This can be achieved in several different ways, such as lowering your taxable income through maximizing deferrals and deductions. We can also help you plan deductions and year-end strategies as well as investment tax planning, which requires year-long, in-depth analysis and preparation. For small business owners, one thing you may not be aware of is the 2019 "SECURE" Act, which gives small business owners a fairly large tax incentive for setting up a new 401K plan, with an additional deduction for setting up auto enrollment within the plan. This will also benefit your employees. One Bridge Wealth Management is here to help you with your business plans.

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