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.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Important items to consider when purchasing condo insurance.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Beware of these traps that could upend your retirement.
A look inside the U.S. government's statistics on household net worth.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Understanding the cycle of investing may help you avoid easy pitfalls.
The market is as unpredictable as the weather. We’d love to help you prepare.
There are hundreds of ETFs available. Should you invest in them?
Pundits say a lot of things about the markets. Let's see if you can keep up.
The decision whether to buy or rent a home may have long-term implications.
When should you take your Social Security benefit?