Business Details
Your Trusted Partner for Retirement Financial Planning
Bridgelight Financial Advisors specializes in helping individuals transition into retirement through personalized financial planning. Our team works closely with clients to understand their unique needs, offering tailored solutions in income, tax, risk, investment, and legacy planning. With a client-centered approach, we focus on reliability, predictability, and long-term financial security. Our Wealth Focus Process ensures comprehensive strategies that address tax efficiency, portfolio management, and healthcare costs. We prioritize transparency, fiduciary responsibility, and ongoing support to help clients navigate retirement complexities.Our advisors combine decades of experience with a commitment to lifelong learning and client education. We host seminars and provide resources to empower informed financial decisions. Our services are designed to minimize risks, optimize retirement income, and ensure assets are preserved for beneficiaries. We operate as an independent registered investment advisor, emphasizing objective, unbiased recommendations. Our mission is to simplify retirement transitions and build lasting client relationships through expertise and integrity.
Services
Retirement Planning
Tax Planning
Investment Planning
Risk Management
Legacy Planning
Highlights and features
- We offer personalized, fiduciary-driven financial planning for retirement.
- Our Wealth Focus Process ensures comprehensive, long-term strategies.
- Our team has decades of combined experience in retirement planning.
- We provide tax-efficient solutions to minimize financial risks.
- We host educational seminars and offer free 15-minute consultations.
Associations and certifications
- Registered Investment Advisor
Services
Retirement Planning
We create customized retirement plans to ensure reliable income streams. Our strategies address living expenses, longevity, and market volatility. Clients receive tailored guidance to optimize post-retirement financial stability.
Tax Planning
Our tax planning identifies opportunities to reduce liabilities using tax-deferred and tax-free accounts. We analyze current assets and recommend strategies to minimize retirement tax burdens through Roth conversions and other methods.
Investment Planning
We develop diversified investment strategies aligned with risk tolerance and goals. Our approach focuses on fee reduction, volatility control, and long-term growth. Regular portfolio reviews ensure alignment with changing market conditions.
Risk Management
We assess healthcare and long-term care needs to protect against unexpected costs. Our plans incorporate insurance solutions and caregiving strategies to mitigate financial risks associated with aging and medical expenses.
Legacy Planning
We collaborate with legal professionals to create tax-efficient estate plans. Our services ensure assets transfer smoothly to beneficiaries while minimizing estate taxes and preserving wealth for future generations.
People
Bill Leavitt
Founder | Principal Advisor
Bill Leavitt is a fiduciary financial advisor with over 20 years of experience. He specializes in retirement planning for pre-retirees and retirees, combining a passion for helping others with expertise in investment management and tax strategies.
Tyler D'Amore
Financial Advisor
Tyler D'Amore provides personalized financial guidance using analytical skills from his dual degrees in business and economics. He focuses on client education and long-term goal achievement while maintaining a commitment to continuous professional development.
Aidan Reed
Wealth Advisor
Aidan Reed develops retirement strategies to optimize portfolios and minimize tax exposure. Pursuing CFP certification, he combines data science expertise with client-focused planning to build confidence in financial futures through comprehensive wealth management.
Jeanne Wojcicki
Office Administrator
Jeanne Wojcicki manages administrative operations, ensuring smooth client service delivery. Her organizational skills support the team's focus on personalized financial planning while maintaining efficient office workflows.
Dorota Sutkowski
Client Service Specialist
Dorota Sutkowski provides dedicated client support, facilitating communication and account management. Her role ensures clients receive timely assistance and personalized attention throughout their financial planning journey.
Questions
What retirement planning services do you offer?
We provide income, tax, investment, risk, and legacy planning tailored to individual retirement goals.
How do you help minimize retirement taxes?
We analyze tax-deferred and tax-free accounts to create strategies reducing lifetime tax liabilities.
Are you fiduciary financial advisors?
Yes, we operate as independent fiduciaries, prioritizing client interests in all recommendations.
Do you offer free initial consultations?
Yes, we provide free 15-minute phone consultations to discuss retirement planning needs.
What areas do you serve?
We primarily serve Shelton, CT and surrounding areas in Southern Connecticut.
How can I attend your seminars?
Register through our website for complimentary retirement planning events hosted locally.
