Teamwork
We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.
Learn MoreIndependent
We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Learn MoreCaring
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 MoreWelcome 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.
Helpful Content
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
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Doubling Your Money
This calculator demonstrates the power of compound interest.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.