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.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The Business Cycle
How will you weather the ups and downs of the business cycle?
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Even low inflation rates over an extended period of time can impact your finances in retirement.
Tips to avoid checking in luggage on your next vacation.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
An increasing number have been developed to help individuals with their personal finances.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
The market is as unpredictable as the weather. We’d love to help you prepare.
How do the markets usually react to elections? Was the 2016 election any different?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Investors seeking world investments can choose between global and international funds. What's the difference?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Around the country, attitudes about retirement are shifting.