Bridge Financial Care LLC provides concierge assistance to help you feel organized, safe and secure in your financial life. We are designed to act as your advocate working alongside your accountant, attorney and other trusted advisors.

Our services include:

• Bill pay

• Tax compilation

• Asset consolidation

• Organization of vital and legal records

• Managing philanthropic gifts and organization for accountants

• Establish and maintain digital filing systems

• Brokerage statement comprehension

• Protect from financial fraud and identity theft

• Pre-estate organization: establish an electronic vault with vital information should an unforeseen event occur

• Post-estate: working with families who have lost a loved one and assisting in the process of asset transfers, legal paperwork and inheritance