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.
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?
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Try these activities to keep your brain sharp.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your capital gains tax.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are a number of ways to withdraw money from a qualified retirement plan.
Pundits say a lot of things about the markets. Let's see if you can keep up.
How will you weather the ups and downs of the business cycle?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Making the most of surprises is a great reason to work with us.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.