We help affluent families design and build financial bridges to connect the most important people in their lives.

Bridge Financial Group works with families and their advisors to create personalized wealth transfer plans and life insurance portfolios to protect family assets, businesses interests, and charitable legacies into the future.

In today’s environment, these structures are critical. Without a bridge, half of an estate can be swept away as wealth crosses from one generation to the next.

Thank you for learning about our services, our principles, our membership in M Financial Group, and our team. If you have questions or would like to learn more, please contact us.