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Florida Retirement System

Our advisors are experienced with the ins and outs of the FRS system and have helped hundreds of FRS employees prepare for and transition into retirement.

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Preparing your own income tax return can be a task that leaves you with more questions than answers. This confusion can result in costly consequences.

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Our Comprehensive approach means we cover all aspects of your financial life, including protecting you against risk.

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We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

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We are dedicated to providing investment management and strategic wealth planning to our clients. Simply put, we strive to be our client’s trusted advisor.

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As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.

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A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

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We are dedicated to providing investment management and strategic wealth planning to [your target market]. Simply put, we strive to be our client’s trusted advisor.

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Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them.

 

Our Process

A strong planning process is the best way to create a more financially secure plan.

 

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Investments can play a key role in your financial security plan.

 

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Insurance is essential to any comprehensive financial security plan.

 

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Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations.

 

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Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

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Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile.

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Meet Our Team

Learn more about our amazing team of professionals and see what makes us different. We're here to help guide you in the right direction.

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Pablo Balart founded Bridgespan with a singular vision, to help his clients achieve their financial dreams and feel confident about their futures...

Pablo Balart

Advisor/ Founder

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Bill Brooke knows that every dream is personal and deserves a tailored plan. He also knows that tracking clients’ goals and their progress...

Bill Brooke

Advisor / Founder

Steve takes an individualized approach when working with clients. He helps families build, grow and protect their financial future. He takes...

Steve Monagas

Advisor

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Kristine Bigelow *Not affiliated with J.W.Cole Financial, Inc. or J.W. Cole Advisors, Inc.

CPA

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Sierra Sims

Client Relationship Manager

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Marty Newlon

Executive Assistant

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Durene graduated from the University of Buffalo New York with a Bachelor of Science degree in Business Administration.  She earned her...

Durene Scott

CFP®

Cameo Casteel

Administrative Assistant

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6 Easy Organization Tips to Take Time off of Taxes

Submitted by Bridgespan on August 31st, 2016

As the saying goes there are two things that are inevitable: death and taxes. And, out of those two sure things, you can only really plan for your taxes. It should be no surprise when tax season surely and steadily rolls around again, yet every year there are plenty of individuals who file for a tax extension (in 2014 there were approximately 12 million Americans who did so).

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Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA / SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). Bridgespan and JWC/ JWCA are unaffiliated entities.

Securities offered through J.W. Cole Financial, Inc. (JWC). Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Neither J.W. Cole Advisors, Inc. (JWCA) or J.W. Cole Financial, Inc. (JWC) nor its representatives provide legal, tax preparation or accounting advice. Persons who provide such advice do so in a capacity other than as a registered representative of (JWCA/JWC). Bridgespan, and JWC/JWCA are not affiliated entities.

Registered Representatives of J.W. Cole Financial, whose identities and associations with Bridgespan are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.

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