Bridgeway Financial, Inc.

Welcome! Our work with clients involves these key areas:

Personal Planning - Helping you identify and accomplish financial goals of growth, family/asset protection, and distribution needs which are personalized to your unique situation.

Business Planning for Small Closely-Held Businesses - Allow us to assist you with critical issues such as your employee benefit programs, buy/sell funding, key person programs, deferred compensation, growth & exiting of your business.

Retirement Planning - Choosing among the various retirement plan choices can be confusing. We can help you decide which plan(s) are suitable for you. We can also help consolidate multiple IRA or retirement plan accounts at your former employer(s) into an IRA rollover, and help you decide upon a retirement income strategy and income schedule.

Estate Conservation - We can help you direct your hard-earned assets in the way you choose when the time comes to pass to the next generation or charity. The changing laws and rules regarding estate planning require that plans be implemented and reviewed regularly from tax, legal, insurance, and investment points of view. We often coordinate the work of your "financial team"-your attorney, CPA, insurance and financial professionals.


Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.

Steve Hartle is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the state of TX. No insurance business may be conducted outside this/these state(s) referenced.

Steve Hartle is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer.  In this regard, this communication is strictly intended for individuals residing in the state of TX. No offers may be made or accepted from any resident outside the specific state referenced.

Bridgeway Financial, Inc. is not owned or operated by NYLIFE Securities LLC or its affiliates.