BridgeWest Financial & Insurance Services Inc.

Welcome to  Way2Retire.com, the home page for BridgeWest Financial, Centaurus     Financial - San Diego North, and Ramona Family Legacies. 

All BridgeWest Associates are dedicated to SECURING AND ENRICHING YOUR VOYAGE WEST -- INTO THE SUNSET YEARS.

BridgeWest Financial and Insurance Services, Inc. is a planning/consulting firm that offers financial planning -- specializing in

  • retirement and estate planning, 
  • investment advisory services,
  • portfolio management,
  • educational programs,
  • college funding, 
  • business insurance services, and insurance/annuity brokerage .

We focus on:

  1. retirement distribution planning,
  2. family legacy programs,
  3. tax control strategies, 
  4. wealth replacement,
  5. inter-generational transfer,
  6. insurance vehicles -- life, health, disability, long-term care, and
  7. business continuity programs.

Along with its ESTATE PLANNING division -- Ramona Family Legacies  and Wealth Management,  its RETIREMENT PLANNING marketing arm --Centaurus Financial/San Diego North -- and this EDUCATIONAL  WAY2RETIRE.COM web-site, BridgeWest Financial also is dedicated to providing planning assistance to clients in Northern California and Hawaii.  Clients in Northern California are serviced primarily through the Ramona Supervisory Branch Office.

All clients and prospects in California and Hawaii can reach BridgeWest corporate headquarters at (800) 32 RETIRE [327-3847]. 

 BridgeWest Financial and Insurance Services, Inc. offers a broad range of diverse expertise -- through our several ASSOCIATES (see "Our People"), in our various LOCATIONS (click the highlighted locations below), and through our SPECIALIZED PROGRAMS (click the highlighted programs below) .  To find the information most relevant and appropriate to your situation and needs, and to get answers to your questions, do not hesitate to move freely throughout this web-site.


For San Diego North click on  the following locations:

RANCHO BERNARDO:                  

RAMONA:

 
For Honolulu, HI  and Hilo, HI click on  the following location:

 

BridgeWest Financial and Insurance Services, Inc. (HAWAII OFFICE)

 

For Specialized Programs & Services,

click on the highlighted items below:

               

                                I. WORKSITE RETIREMENT PLANS

                                   II. WEALTH MANAGEMENT

             

                                      III. ESTATE PLANNING

            

                            IV. EDUCATIONAL PROGRAMS

 


 

 
All licensed employees of BridgeWest are registered representatives of, and securities and advisory services are sold through Centaurus Financial Inc., a registered broker-dealer, and member of FINRA/SIPC.

Mutual Funds, annuities, stocks, and other investments available through Centaurus Financial Inc. are not insured by the FDIC, FINRA or SIPC, nor are they obligations of or guaranteed by Centaurus Financial Inc. or any other affiliated entity. Such investments will fluctuate in value and are subject to investment risks including loss of some or all of the principal.

Before proceeding further, please be advised that at present Cy Roseman is licensed to discuss and/or offer financial services and/or investment and/or insurance products only to residents of CA or Hawaii. (CA Ins. Lic. # 0B05890; HI Ins. Lic. # 119546.)

If you are a resident of any other state, please note that it is possible for Cy Roseman to become licensed in other states because he holds a Series #7 and a Series #63 license. It is possible for him to offer advice, securities, and financial services to residents of other states only after he has registered in those states. Under normal circumstances, this securities licensing procedure takes only 24 to 48 hours, but must be completed before he can offer any assistance to residents of other states.
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Thursday, August 7, 2008


 		Cyril "Cy" Roseman, Ph.D., CFP®, AIF®, CEA;  President, BridgeWest Fin. & Ins. Serv., Inc.
Serving California & Hawaii -- with offices in San Diego and Honolulu. Registered Principal of, and securities offered through, Centaurus Financial, Inc., a registered Broker/Dealer, member FINRA/SIPC.