Providing Financial Solutions for Individuals and Businesses

Bridgeway2


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.

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Newsletters

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

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