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PERSONAL ASSET MANAGEMENT

Today’s ever-changing market conditions present a myriad of challenges for proper investing. And, placing financial portfolios on autopilot no longer guarantees security for your retirement.

To protect your investments, you need sound consultation from a trusted advisor. Brightstone is passionate about understanding our client’s financial bucket list. Our dedicated team of financial experts can help you reach your goals and ensure your future. 

Contact us today to learn how we can create a personalized financial plan to meet your needs and long-term goals.

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PERSONAL FINANCIAL SERVICE OPTIONS

The Brightstone team, along with our broker and carrier partners, provides investment solutions and related insurance products including:

  • Estate Planning: When developing a plan for your estate, it’s crucial to understand your entire financial picture. Working with your tax and legal advisors, we’ll help coordinate your investment strategies to help ensure that your plan works for you.
  • Annuities: We can help you determine which annuity is right for you. These investment products may be used to help you increase savings, protect financial assets, or generate passive income.
  • Disability Income Protection: Disability income insurance can help you pay your bills by replacing a portion of your income in the event you are unable to work due to injury or illness.
  • Long-Term Care Insurance: A long-term care insurance policy helps pay for the care you need when you can no longer care for yourself. It may protect your family's financial future and your own investments and savings.
  • Life Insurance: Brightstone’s carrier partners offer both term, whole, and universal life insurance products to best fit your exact needs.
  • Mortgage Protection: Mortgage protection is simply life insurance that pays your mortgage if a certain event, such as death, disability or job loss occurs.

Do you have questions about what coverages and investment plans are the right fit for you and your family? Call a Brightstone agent today for a complementary financial services and products overview. 

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About Brightstone

As a national transportation specialist, Brightstone is proud to be licensed and doing business in all 50 US states. We currently have clients all over the country and invite companies to seek our products and services that may be beneficial for them in their area.