You’ve done the hard work of meeting with your estate attorney to prepare and sign your power of attorney, advance directive for healthcare, and will, but have you had the uncomfortable conversation with your adult children to share the decisions you made in these documents? Having a family meeting when you are healthy and life is going smoothly is a great opportunity to share the … read more
Bridgeworth, LLC is pleased to announce that advisor Jeris Gaston, CFP® has been named one of Birmingham Business Journal’s 2017 Top 40 Under 40. These awards recognize the top up-and-coming executives in Birmingham and have become a coveted distinction for young professionals in metro Birmingham. Jeris was chosen from a record number of nominees and will join a distinguished group of Top 40 … read more
Bridgeworth, LLC is pleased to announce the addition of Patti B. Black, CFP® and Jonathan E. Millican, CFP®. Prior to joining Bridgeworth, Black and Millican were with Kinsight, LLC where Black served as Senior Financial Planner and Millican served as Director of Financial Planning Operations managing a team of 4 financial planners, 2 paraplanners. Bridgeworth, LLC is one of the region’s largest fiduciary wealth … read more
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
We are pleased to share our 2016 Holiday Giving non-profits making a difference in our communities. Bridgeworth will make a donation to each of these organization in honor of our clients. While there are numerous deserving organizations in our community, we have chosen three that have special meaning to the Bridgeworth members. These organizations have touched the lives of our families and clients this … read more