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HIGHLY PERSONAL

about

Our Vision

Financial Planning is all about peace of mind.  We strive to help our clients envision, define and reach their unique financial goals.

Our Goal

Natural Bridges Financial Advisors is committed to providing comprehensive and collaborative financial planning and investment management to our community with integrity, transparency and honesty. 

Our Model

We work with clients through a transparent and comprehensive Annual Retainer Model.  We do not charge a separate fee to manage assets or prepare taxes within our Annual Retainer.  In addition to our comprehensive Annual Retainer we offer both a Limited Retainer and a single visit Financial Review. 

Who We Are

Natural Bridges Financial Advisors is an independent Registered Investment Advisory Firm and operates under a fiduciary duty to all of its clients.  This means that all recommendations are made with the best interests of our clients in mind. As fee-only advisors, we are compensated entirely through transparent retainer fees and never receive commissions or transaction fees.

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