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 History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Building wealth requires protection from the forces of wealth destruction.
Second marriages are a trigger event to revisit any existing estate strategies.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Learn when it may not make sense to file a claim on your home insurance.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your capital gains tax.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Enter various payment options and determine how long it may take to pay off a credit card.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
What are your options for investing in emerging markets?
It's easy to let investments accumulate like old receipts in a junk drawer.
Estate conservation is too important to put off. Do you have a smart exit strategy?
If you died, what would happen to your email archives, social profiles and online accounts?
When should you take your Social Security benefit?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.