Financial Planning

Personal Financial Planning

Whether it is planning for your retirement, saving for your dream home, or planning for your children's college, Brücke Financial Planners are experienced at providing custom financial plans. Our goal is to create a financial plan that navigates the challenges of today's world and helps our clients reach their goals no matter how far into the future it is.

Business Succession Planning

Transitioning a business from one owner to another can be complex. Our Financial Planners help answer everything from "how does the buyer afford to buy my business without traditional bank financing" to "how does the sale of a business affect my taxes?" Our Financial Planners help create a plan that answers these.

Planning Process

• Goal Setting
  The first step in the financial planning process is to truly understand our clients' goals.
• Roadmap for Financial Success
  Our advisers map out clients' goals and strategies decades into the future which helps us make adjustments to keep the plan on track.
• Team Based Approach
  Our Financial Planners work hand in hand with our clients' attorneys and accountants to create a legal, tax-efficient, and financially sound plan for each client.