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.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Four vacation destinations you might never have thought of.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
It's important to understand the pros and cons when considering a prepaid debit card.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
The federal government requires deceased individuals to file a final income tax return.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator demonstrates the power of compound interest.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
There are a number of ways to withdraw money from a qualified retirement plan.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
There’s an alarming difference between perception and reality for current and future retirees.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
How will you weather the ups and downs of the business cycle?
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.