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.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
Rightsizing for Retirement
What does your home really cost?
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Even low inflation rates over an extended period of time can impact your finances in retirement.
There are ways to improve your physical fitness without denting your fiscal fitness.
For some, the social impact of investing is just as important as the return, perhaps more important.
In the face of divorce, making changes to insurance coverage may be overlooked.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your capital gains tax.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are a number of ways to withdraw money from a qualified retirement plan.
What is your plan for health care during retirement?
If you died, what would happen to your email archives, social profiles and online accounts?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
It’s never a bad time to speak with your financial advisor about changes in your situation.
Making the most of surprises is a great reason to work with us.
Investors seeking world investments can choose between global and international funds. What's the difference?