Resources

In an effort to fulfill our mission of educating all on the benefits of a healthy financial lifestyle, we offer our insights and resources. Our ‘Vestbridge Weekly Update’ is published weekly and provides critical insight into current events.

As a trusted voice in the industry, we also offer some of our published Guides free to the public, and we offer other materials also listed below.

  1. Vestbridge Weekly Update

    On an individual level, the inflation rate affects how much your retirement dollars will be worth. Over time, inflation can devalue your savings and income.

    Read More

  2. Vestbridge Launches New Website

    Vestbridge is a privately owned, independent investment firm based on many years of advisory experience. Simply put, “Vestbridge” refers to a strategic plan utilizing smart, personalized investment management as a bridge to financial freedom.

    Our founder, Sean Hanlon, has four decades of helping individuals and families with their retirement and wealth-management needs. He learned that clients need solutions that go well beyond what most financial services companies offer. He founded Vestbridge on the belief that there’s a better way.

    Today, Vestbridge helps clients build smart, personalized investment plans based on their values, goals, and stage in life. More broadly, we strive to help all investors gain a greater understanding of the complex factors that impact their financial situation.

    Read More

  3. Retirement Planner Calculator

    Understanding your retirement requires a simple process of evaluating your current assets and expenses against how you want to live your life in retirement. The easiest method is to start with a simple calculation. We offer you this calculator as a tool to start the process of understanding your needs to properly survey a comfortable retirement.

    Read More

  4. Investment Goal Calculator

    At Vestbridge, we believe your mental well-being depends strongly on your financial well-being. And so, we aim to use investing as a pathway to achieve greater peace, happiness and prosperity. We empower our clients by helping them attempt to maximize their assets and reach their long-term goals.

    We offer this calculator as a tool for you to use to better understand your financial situation.

    Please call us today at 833-592-5252! 

    Read More

Ready to learn more about
smart, personalized investing?

Your portfolio should always reflect your ambitions, your values, and your story. At Vestbridge we start from scratch with every single client and we create a smart personalized portfolio that is unique to you. Talk to a Vestbridge Financial Advisor today.

Schedule A Consultation