We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.Learn More
We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your unique situation.Learn More
Welcome to Bristol Financial Services
Bristol Financial Services offers financial services for both individuals and businesses. With over two decades in the financial services industry, we have experience with the various market cycles and the full range of retirement planning challenges. This experience has helped us create a disciplined financial risk management process.
At Bristol Financial Services, we will guide you through the range of our services: individual investing, retirement planning, life, health, disability and long-term-care insurance, and employee benefits.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Here are some simple and inexpensive energy-saving tips that may help you save money.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Second marriages are a trigger event to revisit any existing estate strategies.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Estimate how much you have the potential to earn during your working years.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are a number of ways to withdraw money from a qualified retirement plan.
Here’s a crash course on saving for college.
What does your home really cost?
Here are five facts about Social Security that might surprise you.
Pundits say a lot of things about the markets. Let's see if you can keep up.
What are your options for investing in emerging markets?
What is your plan for health care during retirement?