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.
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Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
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The chances of needing long-term care, its cost, and strategies for covering that cost.
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