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Submitted URL: https://www.bridgespantax.com/
Effective URL: https://www.iplanstrong.com/
Submission: On July 11 via api from US — Scanned from US
Effective URL: https://www.iplanstrong.com/
Submission: On July 11 via api from US — Scanned from US
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727-230-2030 Info@iplanstrong.com Albridge Financial Portal Secure Document Portal Menu * Home * About * Our Services * Our Mission * Our Team * Our Philosophy * Our Network * Useful Links * Blog * Resource Center * Retirement * Estate * Investment * Insurance * Tax * Money * Lifestyle * Tools * Glossary * Tax Resources * Events * Contact * Privacy Policy Albridge Financial Portal Secure Document Portal BUILDING BRIDGES OF FINANCIAL SUCCESS A Comprehensive Approach to Finance, Taxes, Accounting & Bookkeeping POTENTIAL CLIENTS We create strategies that are tailored to you. Contact Us EXISTING CLIENTS Access your secure client communications. Secure Portal Login "SOMEONE'S SITTING IN THE SHADE TODAY BECAUSE SOMEONE PLANTED A TREE A LONG TIME AGO." - Warren Buffett ABOUT US We are an accounting, tax and financial planning firm that offers clients a single point of contact for their personal and business needs. Have a question? We have the answer. Why? Because we are dedicated to professionally supporting, educating, and providing informed direction to each and every client. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals. Our team of professionals have years of experience in financial services. We can help you address your needs for today and for many years to come. We look forward to working with you. Find Out More About Us ABOUT US We are an accounting, tax and financial planning firm that offers clients a single point of contact for their personal and business needs. Have a question? We have the answer. Why? Because we are dedicated to professionally supporting, educating, and providing informed direction to each and every client. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals. Our team of professionals have years of experience in financial services. We can help you address your needs for today and for many years to come. We look forward to working with you. Find Out More About Us ABOUT US We are an accounting, tax and financial planning firm that offers clients a single point of contact for their personal and business needs. Have a question? We have the answer. Why? Because we are dedicated to professionally supporting, educating, and providing informed direction to each and every client. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals. Our team of professionals have years of experience in financial services. We can help you address your needs for today and for many years to come. We look forward to working with you. Find Out More About Us ABOUT US We are an accounting, tax and financial planning firm that offers clients a single point of contact for their personal and business needs. Have a question? We have the answer. Why? Because we are dedicated to professionally supporting, educating, and providing informed direction to each and every client. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals. Our team of professionals have years of experience in financial services. We can help you address your needs for today and for many years to come. We look forward to working with you. Find Out More About Us ABOUT US We are an accounting, tax and financial planning firm that offers clients a single point of contact for their personal and business needs. Have a question? We have the answer. Why? Because we are dedicated to professionally supporting, educating, and providing informed direction to each and every client. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals. Our team of professionals have years of experience in financial services. We can help you address your needs for today and for many years to come. We look forward to working with you. Find Out More About Us CUSTOM PLANS FOR EVERY STAGE OF LIFE, PERSONALLY & PROFESSINALLY. Wherever you go, we'll go there with you. STORY & HISTORY We are dedicated to providing an array of financial and accounting services to our clients- any need they have in that realm is met. Simply put, we strive to be our client’s trusted advisor. Learn more VALUES & PHILOSOPHY 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. Learn more MISSION & SERVICES 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. Learn more MEET OUR TEAM We are proud to offer deep and vast financial and accounting expertise from multiple locations in the Tampa Bay area as well as the ability to service clients nationwide. PABLO BALART, CWS® Advisor/ Founder Palm Harbor 727-230-9000 727-466-4182 Pablo@iplanstrong.com BILL BROOKE Advisor / Founder St. Pete 727-498-6414 727-498-6412 bill@iplanstrong.com KRISTINE BIGELOW, CPA® Certified Public Accountant St. Pete 727-230-9000 727-466-4182 Kristine@iplanstrong.com SIERRA SIMS Tax & Accounting Strategist Palm Harbor 727-230-9000 727-466-4182 Sierra@iplanstrong.com MARTY NEWLON General Client Services St. Pete 727-498-6414 727-498-6412 Marty@iplanstrong.com DURENE SCOTT Financial Operations Palm Harbor 727-230-9000 727-466-4182 Durene@iplanstrong.com FAITH SELF Administrative Assistant JEREMY JIMENEZ Accounting Associate Palm Harbor Jeremy@iplanstrong.com KYLE BROOKE Financial Operations St. Pete 727-498-6414 727-498-6412 kyle@iplanstrong.com SHANE BROOKE Administrative Assistant St. Pete 727-498-6414 727-498-6412 Shane@iplanstrong.com TRACI RIGGS Client Services Palm Harbor 727-230-9000 Traci@iplanstrong.com WENDY SMITS Accounting Specialist Palm Harbor 727-382-1348 Wendy@iplanstrong.com STAY INFORMED ON THE TRENDS & NEWS THAT IMPACTS YOU & YOUR MONEY. Name Email Address Phone Question Send Thank you! Oops! CONTACT Office: 727-230-2030 Fax: 727-466-4182 2134 Alternate 19 Suite B Palm Harbor, FL 34683 7, 24, 66, Florida Life Health and VA Info@iplanstrong.com QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. 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. For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click here. By following the link, you consent to receipt of the Form CRS electronically.