评论 9
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J
9 几个月前

Three Bridges Financial Group is the best! Their t...

Three Bridges Financial Group is the best! Their team is highly knowledgeable, and their services have been instrumental in helping me achieve my financial goals. I can't recommend them enough.😊

A
9 几个月前

I recently used the services of a financial group ...

I recently used the services of a financial group for my investment needs and I was very satisfied with the overall experience. The team at Three Bridges Financial Group was very helpful and provided thorough guidance. I would definitely recommend their services to others.

H
1年以前

I had a great experience with Three Bridges Financ...

I had a great experience with Three Bridges Financial Group. Their team was very knowledgeable and professional. They provided me with helpful advice and guidance throughout the entire process. I would highly recommend their services.

B
1年以前

I recently had the opportunity to work with a fina...

I recently had the opportunity to work with a financial group to secure my retirement funds and I couldn't be happier with the results. The team at Three Bridges Financial Group was extremely knowledgeable and provided me with excellent advice. I highly recommend their services.

K
1年以前

Three Bridges Financial Group has been my go-to fi...

Three Bridges Financial Group has been my go-to financial advisor for several years now, and they have never disappointed. Their team is highly professional and always goes above and beyond to ensure my financial goals are met. Highly recommended!👍

E
1年以前

I have been a customer of Three Bridges Financial ...

I have been a customer of Three Bridges Financial Group for a while now, and they have consistently provided top-notch service. Their team is highly professional and always available to address any concerns or questions I may have. I highly recommend their services to anyone in need of financial guidance.

R
1年以前

I have been a loyal customer of Three Bridges Fina...

I have been a loyal customer of Three Bridges Financial Group for many years, and they have always exceeded my expectations. The team is friendly, professional, and truly cares about their clients' financial well-being. I wouldn't trust anyone else with my finances.

关于Three bridges financial group

三桥金融集团:制定持久的退休收入策略

三桥金融集团是一家专门为处于或接近退休的人制定退休收入策略的公司。公司的使命是通过为客户提供根据其独特需求和目标量身定制的个性化解决方案,帮助他们实现财务安全和安心。

在三桥金融集团,重点是制定持久的退休收入策略。这意味着在为每个客户设计计划时要考虑通货膨胀、市场波动和长寿风险等因素。通过这样做,该公司旨在确保其客户有足够的钱来支持他们整个退休生活。

三桥金融集团提供的其中一项主要服务是投资组合管理。公司经验丰富的财务顾问团队与每位客户密切合作,制定符合其目标和风险承受能力的投资策略。这包括选择既能提供增长潜力又能产生收入的资产组合,例如股票、债券和共同基金。

三桥金融集团方法的另一个重要方面是税收筹划。该公司认识到税收会对退休收入产生重大影响,因此它与客户合作,最大限度地减少他们的纳税义务,同时最大限度地提高他们的税后回报。这可能涉及诸如资产定位(将某些类型的投资置于税收优惠账户中)或税收损失收获(出售亏损投资以抵消收益)等策略。

除了投资组合管理和税务规划,三桥金融集团还提供一系列旨在帮助客户实现退休目标的其他服务。这些包括:

- 退休收入规划:制定退休期间需要多少钱以及资金来源(例如,社会保障福利、养老金支付、投资收入)的计划。
- 遗产规划:确保资产在客户去世后按照客户的意愿进行分配。
- 保险分析:审查现有保险政策(例如人寿保险或长期护理保险)以确保它们足以满足客户的需求。
- 社会保障优化:通过选择正确的申领策略,帮助客户最大化他们的社会保障福利。

在三桥金融集团,重点是提供个性化服务和与客户建立长期关系。公司的顾问花时间了解每个客户的独特情况和目标,并随着时间的推移与他们密切合作,根据需要调整他们的退休收入策略。

总体而言,三桥金融集团是一家致力于帮助其客户在退休后实现财务安全和安心的公司。它专注于创建持久的退休收入策略、个性化服务和一系列综合服务,完全有能力帮助个人驾驭复杂的退休计划世界。

已翻译
Three bridges financial group

Three bridges financial group

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