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.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Simple steps may help you foil hackers and protect your privacy.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Understanding the economy's cycles can help put current business conditions in better perspective.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Do your insurance needs stay the same when the nest empties?
For homeowners who think their property taxes are too high, there are ways to appeal.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much you have the potential to earn during your working years.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help determine whether it makes sense to refinance your mortgage.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Do you have causes that you want to support with donations?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Peer-to-peer payment apps are one of the newest ways to send money.