Bridget Handke, CFP®, CAP®

Bridget Handke, CFP®, CAP®

Bridget Handke, one of the owners of Birchwood Financial Partners, has a personal mission to help people thrive. She does this by developing long-term relationships with clients that enables her to understand what is most important to them. Bridget strives to give clients a sense of confidence. She is able to translate complex financial concepts into plain language so their personalized financial plan is understandable, flexible and helps promote peace of mind.

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Recent Posts

Bridget Handke, CFP®, CAP®
Sep 22, 2022 9:07:00 AM

  So you’ve managed your finances and saved for your future. Nice work! But now that you are looking ahead to retirement, you may like to find a...

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Bridget Handke, CFP®, CAP®
Aug 25, 2022 2:36:36 PM

People decide to work with a financial advisor for many reasons. At Birchwood, we often acquire new clients because their finances have become too...

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Bridget Handke, CFP®, CAP®
Jul 13, 2022 1:30:00 PM

I was at a conference learning about the ins and outs of Social Security when the presenter said with what seemed like glee, “And I just found out my...

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Bridget Handke, CFP®, CAP®
Jun 16, 2022 12:45:00 PM

Thanks to our tax system, most people remember receiving their first paycheck and experiencing the shock that the amount is different than expected....

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Bridget Handke, CFP®, CAP®
Apr 21, 2022 3:22:00 PM

Similar to Socially Responsible Investing (SRI) with stocks and bonds, buying an electric car can be considered a socially responsible investment...

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Bridget Handke, CFP®, CAP®
Mar 10, 2022 7:15:00 AM

Those first months after COVID-19 hit the U.S., we all encountered a shared experience, yet we all experienced our reality differently. Some of us...

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Bridget Handke, CFP®, CAP®
Dec 9, 2021 11:45:00 AM

As a financial advisor for nearly 20 years, it’s been gratifying to help people strategize, plan for, and pull the trigger on retirement. For some...

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Bridget Handke, CFP®, CAP®
Nov 4, 2021 7:15:00 AM

At some point during the pandemic, I needed to step away from listening to the news and focus my brain on something complex, interesting and...

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Bridget Handke, CFP®, CAP®
Oct 6, 2021 1:35:00 PM

As a financial advisor, I’ve witnessed clients dealing with end-of-life with their parents. Sometimes it goes smoothly and other times not. If a...

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Bridget Handke, CFP®, CAP®
Aug 24, 2021 9:14:00 AM

My husband and I worked remotely from southern California last year. We’d always talked about wintering somewhere warm during retirement, and we had...

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Investment Advisory services offered through Birchwood Financial Partners, Inc. an SEC Registered Investment Advisor.

All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Opinions expressed herein are solely those of Birchwood Financial Partners, Inc., and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser or qualified professional before making any financial decisions. We are not affiliated with or endorsed by the Social Security Administration or any government agency. The inclusion of any link is not an endorsement of any products or services by Birchwood Financial Partners. All links have been provided only as a convenience.