Bridgeworth Financial, LLC

Bridgeworth Financial, LLC, a financial planning company, provides investment advisory services. The company offers wealth accumulation planning, retirement and income planning, risk management, and business planning services. It also provides investment management services for a portfolio of investment types, including stocks, bonds, exchange traded funds, mutual funds, separately managed accounts, institutional money management, hedge funds, real estate investment trusts, hedge funds, and annuities. In addition, the company offers estate planning services to clients regarding property ownership, distribution strategies, estate tax reduction, and tax payment techniques. Its estate planning discussions include family gifting, trusts, wills, and charitable interests, as well as the disposition of business interests. Further, the company provides pension consulting services that consist of assisting employer plan sponsors establish, monitor, and review their companys participant-directed retirement plan. It offers its financial planning services to assist clients in organizing their financial lives, setting goals, and developing strategies. The company was founded in 1988 and is based in Birmingham, Alabama.