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Why Bridge Benefits Group?

Bridge Benefits Group is a results driven Workplace Benefits firm specializing in optimizing cost effective retirement and benefits programs for small, medium, and large businesses and non-profits. With 40 years of combined experience working in the benefits industry, our mission is to bring customized benefits solutions that suit the goals and mission of your company or organization.

Independence

Our independence is your advantage, and it allows us to be committed to providing custom tailored solutions. We are not beholden to any providers, recordkeepers, or products.

Co-Fiduciary Relationship

You can be assured our goal is to act in your best interest. As investment fiduciaries we are always committed to you and your company’s well-being.

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A Brief History of Estate Taxes

A Brief History of Estate Taxes

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Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?
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Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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Comprehensive Plan Review

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