1. What is The Bridge Plan™?
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It’s a quick, smart assessment that helps uncover risks and gaps in your current estate and financial plan. It takes about 5 minutes and is completely free.
2. Who is Legacy Bridge Wealth for?
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Legacy Bridge Wealth is for individuals looking to secure their financial future with a well-designed estate and wealth management plan.
3. Do you coordinate with my existing advisors?
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Yes, we work closely with your existing advisors to ensure a comprehensive and collaborative approach to your financial and estate planning.
4. Is this a one-time plan or ongoing relationship?
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Our plans are tailored to your needs and can either be one-time or part of an ongoing relationship, depending on what suits your financial goals.
5. What does the free audit include?
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The free audit includes a review of your current financial and estate plans, identifying potential risks, gaps, and areas for improvement.
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