Secure Your Financial
Future Today

Expert Guidance. Tailored Solutions. Unmatched Trust.

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Proud-Business-Member-realities-for-children

500+

Satisfied Clients

40+

Years of Experience Combined

$300M+

Successfully Managed

100%

Confidential

WELCOME TO BRIDGE POINT FINANCIAL

Client-Focused Wealth Management with Community Impact

At Bridgepoint Financial, we combine 40+ years of financial advisory experience to build, manage and preserve your wealth through personalized solutions and exceptional service. As an award-winning and community-minded team, we’re committed to helping you reach your financial goals with practical investment solutions.

CONFIDENTIALITY

Protecting the confidentiality of your information is of the utmost importance to our team. We adhere to strict data protection standards to ensure all personal and financial details are secure and protected. Your trust is paramount, and we are committed to safeguarding your information and keeping it confidential within our team.

QUALITY

Our team combines industry experience with ongoing professional development to stay informed of the latest financial trends and regulations. We meticulously tailor strategies to meet your unique financial goals, always aiming for the highest standard of excellence.

TRANSPARENCY

Transparency is a priority in all our interactions, ensuring clear communication to keep you informed at every step, with no surprises. All costs and expenses related to our recommendations will be disclosed upfront. Our commitment is to provide honest and straightforward advice, ensuring you understand every aspect of your financial plan.

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Dedicated Professionals For Your Financial Success

Meet Our Expert Financial Team

Tailored Financial Guidance

Our team works one-on-one with each client to create personalized financial plans, ensuring your unique goals are met with expert guidance.

Comprehensive Expertise & Education

From wealth management to retirement planning, we provide the knowledge, tools, and resources needed to navigate your financial future with confidence.

MEET OUR TEAM

EXPERT FINANCIAL GUIDANCE FOR EVERY STAGE OF LIFE

Our Services

WEALTH
MANAGEMENT

RETIREMENT
PLANNING

RISK
MANAGEMENT

COLLEGE
SAVINGS

DISCOVER OUR FULL SERVICES

DETAILS & DELIVERABLES

HOW IT WORKS

1. INITIAL CONSULTATION

The first step is a meeting to discuss your financial goals and current situation. This helps us understand your needs and tailor our recommendations accordingly.

2. DATA GATHERING

We will collect detailed financial information, including your income, expenses, assets, and liabilities. This data enables us to craft a personalized financial strategy designed to achieve your goals.

3. STRATEGY DEVELOPMENT

Using the gathered data, we create a comprehensive financial and investment plan tailored to your goals. This plan will manage all aspects of your portfolio, ensuring thorough and effective wealth management.

4. STRATEGY IMPLEMENTATION

Through open conversations, we provide clear advice and recommendations, presenting a step-by-step plan to help you achieve your financial goals effectively. We are with you every step of the way.

5. MONITORING & ENGAGEMENT

We will maintain ongoing communication and monitor your portfolio, ensuring you understand your investments and prioritize your long-term goals. We will discuss adjustments as necessary to keep your financial and investment plan aligned with your objectives.

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We provide a number of resources to our clients to help them better understand the full financial picture, improve their relationship with money and boost their knowledge base on current strategies and tools available to them.

LEARN MORE ABOUT OUR FINANCIAL SERVICES

Frequently Asked Questions

HOW ARE WE COMPENSATED?

At Bridgepoint Financial, you choose how we are compensated. Most clients opt for a fee-based platform, which mutually aligns our goals by tying fees to account values under management. Certain investments may require a commission-based structure, but all fees are disclosed and discussed prior to acceptance.

IS THERE A MINIMUM INVESTMENT REQUIRED TO WORK WITH US?

There is no minimum investment required to work with us. We welcome clients with varying financial situations and are committed to helping you achieve your goals, no matter the size of your portfolio.

HOW WILL WE COMMUNICATE WITH YOU & HOW OFTEN?

Our communication channels—be it email, phone calls, or in-person meetings—are tailored to your preferences. The frequency of our interactions will align with your specific needs. Additionally, we conduct an annual review to assess and adjust your financial plan as needed.

WHAT IS A BROKER-DEALER & WHY CENTAURUS?

A broker-dealer provides independent financial advisors with access to a wide range of financial products, investment tools, and regulatory support, enabling us to tailor recommendations to client needs and navigate compliance requirements.

We chose Centaurus Financial, Inc. as our broker-dealer because of their robust support system, independence from shareholders, and commitment to allowing advisors to efficiently run their practices while remaining compliant with industry regulations.

DO YOU WORK WITH CPAS, ATTORNEYS, INSURANCE AGENTS, ETC.?

Although we do not offer these specific services ourselves, we have a network of trusted CPAs, attorneys, insurance agents, estate planners, and other professionals that we refer our clients to. We collaborate closely with these experts to ensure our clients receive well-rounded advice and support.

ARE YOU A FIDUCIARY?

Yes, we are fiduciaries. This means we are legally or ethically obligated to act in your best interests. We prioritize transparency, trust, and integrity in all our financial planning and advisory services.

DO YOU OFFER FINANCIAL SERVICES FOR BUSINESSES?

Yes, we offer financial services tailored specifically for businesses. Our services cover various aspects such as financial planning, investment strategies, risk management, employee retirement plans, and more. We aim to help your business thrive and achieve its financial goals.

HOW CAN I ACCESS MY INVESTMENTS & INSURANCE STRATEGIES?

You will have access to apps and online platforms to easily view and monitor your investments and insurance strategies. These tools offer real-time updates and comprehensive insights, ensuring you stay informed and in control of your financial plans at all times.

CHECK OUR CLIENT RESOURCES

Secure Your Financial
Future Today

500+

40+

$300M+

100%

Client-Focused Wealth Management with Community Impact

CONFIDENTIALITY

QUALITY

TRANSPARENCY

Meet Our Expert Financial Team

Our Services

WEALTH
MANAGEMENT

RETIREMENT
PLANNING

RISK
MANAGEMENT

COLLEGE
SAVINGS

HOW IT WORKS

1. INITIAL CONSULTATION

2. DATA GATHERING

3. STRATEGY DEVELOPMENT

4. STRATEGY IMPLEMENTATION

5. MONITORING & ENGAGEMENT

We provide a number of resources to our clients to help them better understand the full financial picture, improve their relationship with money and boost their knowledge base on current strategies and tools available to them.

Frequently Asked Questions

info@bpfemail.com

125 S. Howes Street
Suite 910
Fort Collins, CO 80521

Secure Your FinancialFuture Today

500+

40+

$300M+

100%

Client-Focused Wealth Management with Community Impact

CONFIDENTIALITY

QUALITY

TRANSPARENCY

Meet Our Expert Financial Team

Our Services

WEALTHMANAGEMENT

RETIREMENTPLANNING

RISKMANAGEMENT

COLLEGESAVINGS

HOW IT WORKS

1. INITIAL CONSULTATION

2. DATA GATHERING

3. STRATEGY DEVELOPMENT

4. STRATEGY IMPLEMENTATION

5. MONITORING & ENGAGEMENT

We provide a number of resources to our clients to help them better understand the full financial picture, improve their relationship with money and boost their knowledge base on current strategies and tools available to them.

Frequently Asked Questions

Secure Your Financial
Future Today

WEALTH
MANAGEMENT

RETIREMENT
PLANNING

RISK
MANAGEMENT

COLLEGE
SAVINGS