BridgePoint Custom Strategies

Your Goals. Your Future. Our Strategies.

At BridgePoint Custom Strategies we offer an array of Financial and Insurance services for Business owners and Individuals.


Our specialties include comprehensive Financial, Business and Estate Planning, Investments, Wealth Management and Personal Insurance.
With more than 20 years of experience helping business owners and individuals plan for how to each their goals, we pride ourselves in taking the time to listen and fully understand all objectives and circumstances before making any recommendations. Our process entails the following steps:
 
 

              

 
Once we have a complete picture of your existing situation and a clear understanding of your desired goals and expectations, we diligently work on creating custom strategies through research, experience and a sophisticated combination of tax, legal and investment techniques. We accomplish this by applying the following proprietary approaches:
 
  • Financial Mosaic™:  Our approach to Financial Planning, by which we take into account all of our clients' financial information including seemingly random data that has an impact on their financial outcome and position them to maximize efficiency and minimize costs, taxes and redundancy.
  • Reverse Business Plan™:  Is our comprehensive process that integrates Business Planning and Personal Goals to help a business owner grow, preserve and ultimately exit the business or transfer it to family or employees. Planning well in advance will prepare our clients for contingencies, minimize or even eliminate tax consequences and potentially maximize net proceeds.

 





Adi Ringer CFP, ChFC, LUTCF and Annie Shanks LUTCF are licensed Registered Representatives in CA and are CA residents. If you are a CA resident, click Proceed.

*Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc, P.O. Box 64284, St. Paul, MN 55164, (800) 800-2638, Member FINRA, SIPC and Registered Investment Adviser.  BridgePoint Custom Strategies and Woodbury Financial Services, Inc. are not affiliated entities.
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*Securities and Investment Advisory Services Offered through Woodbury Financial Services, Inc, P.O. Box 64284, St. Paul, MN 55164, (800) 800-2638, Member FINRA, SIPC and Registered Investment Adviser.  BridgePoint Custom Strategies and Woodbury Financial Services, Inc. are not affiliated entities.