Our Services
Dedicated to helping you achieve your financial goals.
Bridgepoint Financial provides a range of financial investment consulting services and money management products. We work with each client on an individual, one-to-one basis so that your financial plan is tailored to your specific goals. Our more popular services are listed below, and we offer much more. Please contact us at (970) 416-0088 to schedule a complementary consultation.
WEALTH MANAGEMENT
- Portfolio Construction
- Access to more investment options
- Lower fees/commissions (You choose how we get paid)
- Non-market correlated Investments (Real Estate, Alternatives)
RETIREMENT PLANNING
- Customized retirement Planning
- Savings analyzer
- Goal setting & Time Frames
- Medical and Social security analysis
- Tax Strategies
RISK MANAGEMENT
- Life Insurance
- Disability and Long Term care
- Debt Management
- Budgeting
COLLEGE SAVINGS
- Future Cost analysis
- Savings Plan Options (529 plans vs. ESA’s)
- Practical advice for choosing the right college for you and your child
Visit Us
125 S. Howes Street
Suite 910
Fort Collins, CO 80521
(970) 416-0088
Latest News
Reflecting on Another Year of SuccessOctober 9, 2024 - 7:49 pm
Insights & Updates from Bridgepoint FinancialMay 3, 2024 - 7:54 pm
Best of Fort CollinsNovember 17, 2023 - 4:44 pm
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