Our Services

You’re making good money, but can’t decide how to make the most impact with your resources. You may want to evaluate investment opportunities in regards to ESG criteria (environment, social, and governance) alongside traditional factors such as valuations and earnings growth. You may want to make donations to charities that you love, but wondering what is the most tax efficient, impactful way to give. You would like to support your children’s college education but unsure which bucket of savings is the best to take the education funds from. You want to talk to someone whom you can relate to and someone who understands you. That’s why we started Bridgelane Financial: we are the bridge to your goals of living well and making impact!

Clients may request to incorporate ESG (environment, social, and governance) information when evaluating investment opportunities. Sustainable funds invest with two lenses: They analyze company performance with regard to ESG criteria (environmental, social, and governance) alongside traditional factors such as valuations and earnings growth.

You want to be the employer of choice for the talented and dedicated employees! One of the most impactful business decision is to assist your employees to better prepare for their retirement! And the right retirement plan could be a powerful benefit for attracting and keeping great employees. Of course, all retirement plans are different. Let us help you find a plan design that’s right for your business goals.