Financial Resources & Tools
Empower yourself with knowledge and tools to make informed financial decisions
Financial Calculators
Interactive tools to help you plan your financial future
Retirement Calculator
Estimate how much you need to save for a comfortable retirement based on your current age, income, and goals.
Life Insurance Needs
Determine the right amount of life insurance coverage to protect your family's financial future.
Investment Growth
Project the potential growth of your investments over time with different contribution strategies.
Tax Savings Estimator
Calculate potential tax savings from strategic retirement account contributions and deductions.
IncomeForever™ Estimator
See how our proprietary strategy can provide guaranteed lifetime income in retirement.
Estate Tax Estimator
Understand potential estate tax implications and strategies to minimize taxes for your heirs.
Educational Guides
Free comprehensive guides to help you understand complex financial topics
The Complete Guide to Retirement Planning
Learn the fundamentals of retirement planning, from 401(k)s and IRAs to Social Security optimization and withdrawal strategies.
Understanding Life Insurance Options
Compare term, whole, and universal life insurance to determine which type is right for your family's protection needs.
Tax-Efficient Investing Strategies
Discover proven strategies to minimize taxes on your investments and keep more of what you earn.
Estate Planning Essentials
Protect your legacy with wills, trusts, and strategies to pass wealth to the next generation efficiently.
Market Insights & Commentary
Stay informed with our latest analysis and perspectives
Q4 2024 Market Outlook
Our Chief Investment Officer shares insights on market conditions and positioning for the year ahead.
Read More →2025 Tax Law Changes
New legislation impacts retirement accounts and estate planning. Here's what you need to know.
Read More →Maximizing Social Security
Strategic claiming strategies can add tens of thousands to your lifetime benefits.
Read More →Upcoming Webinars & Events
Join us for free educational workshops and Q&A sessions
Retirement Income Strategies for 2025
Learn how to create reliable income streams that last throughout retirement.
Year-End Tax Planning Workshop
Last-minute strategies to reduce your 2024 tax bill and prepare for 2025.
Frequently Asked Questions
What makes BrightAdvisor® different from other financial advisors?
We offer comprehensive lifetime wealth management that goes beyond investment advice. Our proprietary IncomeForever™ strategy, combined with insurance planning, tax optimization, and estate planning, creates a holistic approach to building and preserving wealth.
How much do I need to get started?
We work with clients at various wealth levels. While our comprehensive planning services typically work best for those with $250,000+ in investable assets, we offer consultations to anyone serious about improving their financial future.
How are your fees structured?
We offer transparent, fee-based planning with no commissions. Our fees are based on assets under management (AUM) and decline as your portfolio grows. We'll provide a complete fee schedule during your initial consultation.
Can you help me if I already have a 401(k) or IRA?
Absolutely! We can review your existing retirement accounts, optimize your investment allocations, and integrate them into a comprehensive financial plan. In many cases, we can consolidate accounts to simplify management.
Ready for Personalized Guidance?
Schedule a complimentary consultation to discuss your specific financial situation and goals.
Schedule Consultation