Here At SevenBridge Financial, we're deeply committed to providing our clients with the proper guidance to plan their own unique, personalized course — no matter where they may be in their financial path. Our expert team is here to be your beacon; whether you have established or emerging wealth, are a longtime business owner or one with newly-found success, if you're daydreaming of retirement or are currently retired, and more.
We realize that everyone's situation is different, and so SevenBridge is here to assist in your efforts by building a money management bridge that's right for you. We also aim to be your premier destination for informational resources intended to give you a head start in your financial management voyage.
At SevenBridge Financial, you can rest assured that we'll work as hard to manage your money as you worked to earn it. Follow along with this blog as we highlight some important aspects about who we are and what we do.
First, let's talk about who we are. SevenBridge Financial specializes in hardworking money management - we understand how much hard work goes into earning your money, and our team has all the tools necessary to ensure its growth while protecting it at the same time. We offer financial planning, investment management, tax planning and business owner services.
Because we realize that your individual needs are personal, we therefore personalize your experience by getting to know your lifestyle and goals for the future. Our integrated team of specialists then work diligently to implement their objective expertise in order to be able to cater to your specific needs.
Next, you might be asking, "What is the ‘Seven Bridges’ philosophy?"
Here are our Seven Bridges to successful, hardworking money management:
#1. "Know Your Worth" - always know the current worth of your business.
#2. "Think to the Future" - tap into your past experience to imagine a better future.
#3. "Fully Harness" - empower yourself by taking control of your money.
#4. "Corral Your Council" - bring together trusted advisors to strengthen critical decisions.
#5. "Reign in Risk" - develop a risk management framework.
#6. "Axe Extra Tax" - maximize success while minimizing tax liability.
#7. "Grow or Go" - having a growth and/or succession plan is crucial.
No matter your unique business or personal situation, by adhering to the above-listed principles, SevenBridge Financial works to make certain that you're getting every advantage in order to successfully manage and grow your money.
We're proud to use our platform to support meaningful nonprofit organizations involved in making our local communities a better place, including:
Finally, Sevenbridge Financial Group specializes in building strategic money management bridges between where you are, and where you ultimately want to go. Our tenets are intended to transform your business, however, that's not all: many of our 'Seven Bridges' can be applied to your personal wealth as well.
Interested in learning more? Contact Us & let us put your money to work for you!