The good news is...

we are living longer.

The earlier you consider long-term care coverage, the cheaper it will be.

What if

You become disabled and unable to work?

What would you and your family do for income?

Are you ready for retirement?

Preparing for your future is vital.

Most people have not sufficiently saved or planned for their lives in retirement.

Annuities

With Americans living longer, and fewer employers offering pension plans, annuities have become increasingly popular. An annuity can be a great investment for your future.

Life Insurance

Financial goals may include both saving for retirement and saving for a specific purpose. Some investments can be long-term. Others perhaps need to be more liquid.

Planning

Financial goals may include both saving for retirement and saving for a specific purpose. Some investments can be long-term. Others perhaps need to be more liquid.

Specialty Insurance

Whether your employer gives you a choice of plans or you need to purchase your own coverage, it is crucial that you understand your health insurance choices.

retirement planning

Retirement Planning

By the time you retire, your accumulated wealth is probably at its height. The challenge now is to manage your assets so that they last as long as you do. Insurance still plays an important role at this stage of your life.

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financial planning

Financial Planning

Establishing a solid financial foundation should be a priority, including insurance in the mix. It’s important to understand what affects the cost and availability of insurance.

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College Funding

A major issue for families with children is how to best prepare to send the kids to college. The cost of tuition and room and board for four years now approaches $40,000 for public universities and exceeds $73,000 for private schools.

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domestic partners

Domestic Partners

It makes sense to consult with a financial advisor who is experienced in domestic partnerships.  Most individual retirement accounts require you to specify a beneficiary.  The last thing you want is a family feud over your estate after you are gone.

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employment change

Employment Change

Many people obtain certain kinds of insurance through their employment, particularly health and disability coverage. Larger businesses may also offer retirement benefits, such as a 401(k) account. When changing jobs, rearranging coverage and finding out which accounts are portable becomes very important.

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Life Stages

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Careers

If you are interested in a career in the Insurance and Financial industry please submit inquiries or resumes here.

Contact Us

Bridgelink Insurance and Financial Solutions

13681 Newport Avenue

Tustin, California 92780

800.743.9815

CA License No. 0H68139