Bridges Wealth Preservation

Bridges Wealth Preservation is a St. George financial advisory practice focused on retirement income. Founder and president Lynn Bridges works with clients on income plans for the years ahead, covering Social Security timing, IRA and 401(k) rollovers, tax-efficient strategies, long-term care and legacy planning. The firm was founded in 2004 and draws on more than 38 years of experience.

The process begins with a personal conversation about what matters over the next decade or two, followed by an assessment of the income needed for basic expenses and lifestyle. Several retirement scenarios are modeled before any recommendation is made. Appointments can be booked online, and a complimentary consultation can be requested through the website. The office is in St. George.