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Financial Planning in Pleasanton, and San Leandro CA

Protecting Futures in Pleasanton and San Leandro, CA

From investing and annuities to trust services and estate planning, preparing for one’s financial future can be complicated.  In a workplace in which long-term benefits and pensions are in states of flux, the complicatedness of financial planning can be an aggravation, even a hassle.  For this reason and others, working with a trained and licensed financial planner can be very helpful and can result in a solid plan for your future that keeps you financially secure.  At BridgeTower Insurance Services we have specialized financial planning services that we deliver to clients who are at virtually any stage of their planning process.  Customized and comprehensive, our services help accumulate wealth, save money, and maximize the value of resources.  Using dynamic and multi-tiered approaches we tailor our services to each client and create plans that ensure security and optimal wealth management. 

Contact an agent to get started or read on to learn more.

Extended and Specialized Services Tailored to your Needs

We partner with MassMutual to deliver comprehensive and affordable financial plans.  Our partnership allows us to use life insurance, annuities, investments, and wide variety of other wealth management tools to help our clients most.  Whether you’re just starting to plan for your future and are early in your career and life-planning stage or if you’re approaching retirement and are looking for a host of benefits that can help you live well, we’ll help you. 

We focus on income management in retirement but provide a vast array of services.  Pension funds, mutual funds, ROTH IRAs, and 401ks are all tools we frequently work with to maximize, maintain, and transfer wealth, and we’ll use these and other tools to help you.  Wealth management is about much more than just accumulation and transfers; it’s about distribution for different purposes.  Long-term care, college funding, and protection for beneficiaries in the events of unexpected incidents are some of these purposes.  We can help you manage wealth in ways that benefit you most and ensure that you’re set.

We do not rely on single-product or single-tier solutions to develop financial plans.  We evaluate individual clients’ needs and adapt our step-by-step processes to these needs.  As a result, each plan we create is individually-tailored and can evolve as clients’ needs evolve. 

There are many things that we will help you determine if you’re a client.  These things include:

  • The right retirement plan for your individual and family-oriented needs
  • How much money you should put away in savings
  • Whether you currently have the right amount of insurance coverage (including Disability)
  • How much money you should invest
  • Whether you’re on track to saving enough for retirement

Estate planning and analysis are things with which we can help you also.  Family homes, wills, and trusts are all important elements of anyone’s estate, and ensuring that homes are protected and that wills and trusts are properly drawn up is critical.  We’ll help you ensure that homes pass to appropriate individuals and that relevant documents are completely and appropriately written.  This way, your affairs and the affairs of your loved ones are handled well. 

Using workplace benefits, life insurance, disability income insurance, and even social security benefits, we can help you plan for your future and the futures of others.  Our services are integrative, which means that they incorporate the tools at your disposal with our knowledge and abilities to meet your needs.  As a retiree, first-time planner, or other, you’ll be positioned for optimal wealth accumulation and wealth-value maximization.

Working with Bridgetower to Create the Right Plan

Each person has his or her own goals for the future, and we honor this.  We’ve helped people of all ages and backgrounds and who have differing levels of wealth plan for the future and be wildly successful.  Part of this success stems from the education we give and other parts of the success are the results of effective strategies and proper execution of these strategies.  We’re local and know the demands of individuals, families, and businesses in West-central California, and our local knowledge and our commitment to adapting to clients’ needs ensure that we deliver optimal plans and effective services.

Our services are ongoing, which means that once you have a plan in place you are not left alone to execute the plan; we’re with you the whole time.  We support you with regular examinations of your plan and consistent contact that helps you make the most of your financial planning investment.  We’re available when you need us, regardless of the reason.  Just contact your agent and he or she will answer questions, resolve issues, and help you make the best decisions. 

 

Contact us or give us a call to learn more.  You can also request a quote to start developing your services.

BridgeTower Insurance Services is proud to provide financial planning services in Pleasanton, San Leandro, Hayward, San Lorenzo, Union City, and Oakland, CA.  We also serve other areas in the state.

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Our Locations

BridgeTower Insurance Services

6200 Stoneridge Mall Rd, Ste 300
Pleasanton, CA 94588
Main office: 925-399-8470
Fax: 925-245-1098

BridgeTower Insurance Services

4179 First street
Livermore, CA 94551
Main office:

Our Providers

Testimonials

Accommodating, professional, helpful, and quick. Very comfortable experience and I was impressed by their capabilities. Highly recommended.

Brad M.
I feel lucky to have found an agent willing to provide this level of service. No need to look anywhere else!

Michelle D.
Over the years we’ve never once had to worry about our coverage. My husband and I are long-time customers and proud to be.

Carol S.
Surprisingly flexible and in-touch with my needs as a small business owner. Can’t ask for more.

Spencer F.
They have strong ties with the community, and it shows. It’s nice to do business with people that really show they care about you and your family.

Susan T.