Dream, Plan, Live

Welcome to Bright Financial Planning, where you will find a wealth of information in the form of newsletter articles, calculators, and research reports. 

Bright Financial Planning emphasizes a holistic or comrephensive analysis of your financial life.  Our firm was founded based on the philosophy that educating clients with knowledge empowers them to make better informed decisions.  We specialize with women in transtion:  marriage, divorce, or death of a spouse; receiving an inheritance or windfall; buying or selling a family business; planning for a child's education; or any other transition in life that requires financial advice or guidance.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, tax strategies, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We are here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we would not want you to miss any developments in the area of personal finance.

 

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