Bill Leavitt Email & Phone Number

Bill Leavitt is a Founder and Principal Advisor at Bridgelight Financial Advisors based in Shelton, Connecticut, United States, North America. Bill Leavitt, President of Bridgelight Financial Advisors, is a Registered Investment Advisor and Financial Planner with over 18 years of experience. He specializes in working with pre-retirees, retirees, professionals, and women investors, helping them navigate a complicated and ever-changing investment landscape. As an independent, fee-based advisor, Bill provides personalized, objective, and unbiased recommendations that are best suited to his clients’ needs. His focus is on representing his clients’ interests first and not on specific financial institutions or investment products. Bill Leavitt has a deep-rooted passion for helping people that started as a young boy. He transformed this compassion into a career working for his family’s ambulance company as a first responder. During this experience, Bill noticed many retirement-age individuals needing deeper help to assist them in their lives, including with their finances. When he entered into financial services, he decided to dedicate his career to helping retired individuals and their families plan for their financial futures. Working almost exclusively with affluent retirees, Bill serves his clients using his own unique financial planning model, The Wealth Focus™ Process, where he helps clients develop their long-term wealth strategy in four comprehensive steps. His process takes an all-inclusive approach to planning that incorporates insurance, legal, and accounting needs in addition to investments. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. A Connecticut native, Bill resides in Southern Connecticut with his wife, Laura, and their three daughters. To learn more about how Bill and his team may be able to help, schedule a call via their easy online calendar today! https://bridgelightadvisors.com/schedule-a-call/