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Retirement Compass

Dec 8, 2022

Tim and Jeff, along with Scott Nachtigal, are the three founders of Stonebridge Insurance and Wealth Management. This episode talks about their background, how Stonebridge got started and how each came to become part of the team, as well as their personal lives and families.

  • Jeff originally wanted to go into the...

Dec 8, 2022

Today Tim and Jeff discuss the Stonebridge Retirement Compass, their way of formulating a complete retirement plan for each individual client, and the five components of it - income, growth, tax, health care and estate/legacy planning.

  • The process was developed because the Stonebridge team to wanted to show folks that...