Our Firm

The mission of Bridges Wealth Management, an office of MetLife, is to assist our clients in attaining their personal financial goals and dreams. Principally - creating, protecting and distributing wealth. Several defined processes will be followed.

First, a thorough "fact finding" interview to uncover current strategies, evaluate available capital and make our clients aware of their present financial situation.

Secondly, study and analyze our client's financial balance sheet, taking into consideration their current, intermediate and long-term needs and wants. Based upon the information obtained, prepare a complete professional recommendation using a variety of investment and insurance products to attain our client's financial goals.

Thirdly, set a defined timetable for implementation.
 

Lastly, meet with our clients on a routine basis to review established plans and address ever-changing issues which effect investment and insurance planning. For example: inflation, childbirth, inheritance, promotion, job changes and new real estate purchases to name a few.