Financial Planning and Wealth Management in Wildwood, MO
Financial Advice for Wildwood, MO.
When you are looking for a financial advisor Wildwood, MO. residents can visit One Bridge Wealth Management, online or in person. We are an independent firm of dedicated professionals who are confident that the advice and services we provide our clients help to improve their lives. One Bridge was founded with the determination to bring our clients a higher level of service through comprehensive advising and personalized planning. Our goal is to continually improve the financial lives of our clients and their families and to help them achieve their financial goals. Think of us as your family’s outsourced CFO.
When you are looking for a financial advisor Wildwood, MO. residents can visit One Bridge Wealth Management, online or in person. We are an independent firm of dedicated professionals who are confident that the advice and services we provide our clients help to improve their lives. One Bridge was founded with the determination to bring our clients a higher level of service through comprehensive advising and personalized planning. Our goal is to continually improve the financial lives of our clients and their families and to help them achieve their financial goals. Think of us as your family’s outsourced CFO.
Services We Provide
We provide a variety of services which cover a broad range of financial aspects for you. These topics include:
- Investment Management
- Tax Strategies
- Risk Management & Insurance
- Retirement Planning
- Estate Planning
- Business Planning
- Employee Retirement Plan Consulting
- Employer Retirement Plan Consulting
You can find additional information on each of these topics on their specific pages, within this website. For a more in-depth conversation or consultation, schedule an appointment with John or Mark. And see below for additional information on topics relevant to Wildwood residents.
Business Planning
If you are a business owner in Wildwood, MO., you probably know the importance of planning. Your business is likely your most significant asset and its success directly impacts the economic status of your family. Have you thought about what might happen to your business if you suddenly were not around to manage it? There are several straightforward ways for succession and continuity planning, such as buy/sell agreements funded via life insurance. Other aspects of business planning ensure you, the business owner, are aware of possible deductions available. Beyond the typical deductions, legislation changes can provide for opportunities. For instance, the SECURE Act, passed in 2019 has a tax incentive for small business owners who implement a new 401K retirement plan for their employees. An equally significant tax credit is added when you include auto enrollment within the plan. We can help with these things, and much more.
Retirement Planning
Regardless of age, and regardless if they have or have not started yet, the vast majority of adult Americans may need to consider planning for their retirement. Whether retirement is a many years away, coming up or perhaps you have already retired but did not make a plan. Creating a retirement strategy can help get you on track to live the life you want in retirement. We can help answer many questions you might have, and we’ll help make sure that you’re asking all the right questions for your lifestyle. How can I reduce my taxes in retirement? Can I rollover my 401K to a traditional IRA? When should I file for Social Security? How much should I be spending in retirement? What can I afford? When should I start withdrawing from my retirement accounts, and how much? How should I invest my retirement accounts? One Bridge can provide wealth management services Wildwood, MO. residents should expect from their financial advisors.
This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Investors should consult with a tax or legal professional regarding their individual situations.