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.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Gaining a better understanding of municipal bonds makes more sense than ever.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
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.
When do you need a will? The answer is easy: Right Now.
Here’s a quick guide to checking to see if you have unclaimed money.
Here’s a crash course on saving for college.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Do you have causes that you want to support with donations?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.