DeLynn Zell, CFP®, Managing Partner, Participates in Birmingham Business Journal’s Insights into Financial Planning
The following is an excerpt from the May 27, 2016 issue of the Birmingham Business Journal which featured managing partner DeLynn Zell.
Q. How can I create an ideal financial plan for the different stages of my life?
Zell: There is no way to create a plan one time that is suitable for every stage of life. A plan isn’t something you do once, put on … read more
I hope the new year finds you in good health and good spirits. We enter 2016 as we do every year, with appreciation for those things in life we hold dear and with optimism about the future. I am certainly grateful for our relationship and for the confidence you place in Bridgeworth. While 2015 presented unique economic conditions, Bridgeworth remained focused on living up to our mission statement: … read more
In 2014, Bridgeworth introduced our Holiday Giving Campaign not only as a way to thank our clients for their continued trust and confidence, but to also to give them a choice in which organization we support in their honor. Due to the overwhelming positive responses, we are bringing back the campaign for 2015. While there are numerous deserving organizations in our community, we have chosen … read more
We recognize that clients have a choice and we appreciate those who choose to work with Bridgeworth. As such, we want to honor our clients by giving them a choice. We are pleased to introduce our 2014 Holiday Giving Campaign. We are asking clients to designate one of three local non-profits to which we will make a donation in their name. These local non-profits are striving … read more
Everyone enjoys a new look now and then and our website is no different. Since our last website revision, our firm has experienced tremendous growth, and we have seen significant changes in technology. The way our clients use and access information has evolved and we know that we will continue to change as well. To keep pace with this growth and advancement, we are proud … read more