Welcome to Bridgewater Financial Group
Why we do what we do...
The answer is simple: a passion to help others, and the desire to build meaningful relationships. As a fee-only independent Financial Advisory firm we have developed a business model that reflects those core values. By helping people plan their financial lives they can focus more on those things that are most important to them. As we see it, "wealth" breaks down into three basic categories as it defines each and every one of us personally, financially, and socially.
- Personal Wealth is where we take stock in "who we are and why we exist". It is our purpose and character.
- Financial Wealth breaks down to the “what we own” aspect of our lives. How we save, how we spend, and how we invest tells us, and others, who we are on paper.
- Social Wealth can be defined by "what we do to make a difference" in not only our life, but the lives of our family and the lives of others.
I am sure that if you made up a list of those things that were most important, you would come up with more than just money. It's here where we add the greatest value to the client-advisor relationship. With us as your financial partner you can begin to focus more on what matters most to you and still remain in control of your financial life. To us, you are more than just numbers on paper and we would be grateful to share with you, and your family, your unique passion and purpose.
Thank you for your time and consideration,
Christopher S. Hamm,
President and Financial Advisor
Bridgewater Financial Group, LLC.
The market is as unpredictable as the weather. We’d love to help you prepare.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Here are some simple and inexpensive energy-saving tips that may help you save money.
A four-step framework for building a personal legacy.
Learn when it may not make sense to file a claim on your home insurance.
This calculator helps estimate your federal estate tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This questionnaire will help determine your tolerance for investment risk.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
All about how missing the best market days (or the worst!) might affect your portfolio.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Even low inflation rates can pose a threat to investment returns.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The decision whether to buy or rent a home may have long-term implications.