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.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Earnings season can move markets. What is it and why is it important?
For some, the social impact of investing is just as important as the return, perhaps more important.
Knowing the rules may help you decide when to start benefits.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Good employee health can be great for the company’s bottom line.
Apps that help small business owners better manage and grow their business.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much of your Social Security benefit may be considered taxable.
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 assess the potential benefits of a home mortgage deduction.
Enter various payment options and determine how long it may take to pay off a credit card.
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.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Make your retirement as exciting as your next vacation.
Making the most of surprises is a great reason to work with us.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
What are your options for investing in emerging markets?