How We Help You Sleep Well at Night

Reducing your financial stress helps to provide a good night's sleep. Below are the items that typically cause people worry and concern. By being on the Brightline PATH, we will determine your best plan of action.

Workplace Benefits

You will understand all of your benefits and we will incorporate those into your short and long term plans.

Investments

We will align your investments with your risk tolerance. We will determine the amount you need to save each month to meet your future financial needs.

Retirement Income

Take out too much and you can run out of money, take out too little, and your retirement goals may not be met. We will determine your best income stream.

Social Security

We will build multiple scenarios and together determine your best way to maximize your social security benefits.

Insurance

We assess what you currently have and what you need to protect you and your loved ones.

College Savings

We will build realistic goals on funding college and implement the best ways to make it a goal you can afford.

Liabilities & Loans

We will determine how much debt is appropriate for you. We will help you restructure existing loans.

Taxes

We will analyze your taxes every year. We will optimize your current and future tax strategies.

Wills & Trusts

We will guide you through the estate planning process designing an appropriate plan and ensuring all of your investments are appropriately titled.