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 Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
What’s the deal with your yearly free credit report?
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
When considering life insurance, it's important to understand your options.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
An inside look at how marginal income tax brackets work.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
This calculator helps estimate your federal estate tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much you have the potential to earn during your working years.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Do you know these three personal finance sayings?
Smart investors take the time to separate emotion from fact.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
What if instead of buying that vacation home, you invested the money?
Here is a quick history of the Federal Reserve and an overview of what it does.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”