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A Personalized Approach to Financial Planning

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Here at Bright Future Financial, we pride ourselves on taking the time to get to know our clients and what they truly care about on a personal level. We work with you one on one to determine what your financial goals are, what you value most and what your tolerance is for risk.

We take a highly-customized approach to financial planning** and asset protection because we know everyone’s financial journey is different. Whether you’re a family starting to think about your financial future, are looking toward retirement, have already retired, or own a business, our focus is helping you grow and protect everything you’ve worked hard to build.

Our mission is to educate and empower you to make financial decisions that align with your hopes for the future. No matter where you are on your financial journey - how much planning you have or haven’t done - we meet you where you are and help you stay on the path toward a bright financial future.

Meet Our Team

Helping our Clients Plan for the Future

Working to maintain your current lifestyle once you retire is likely something you’ve considered, whether or not you have done much formal planning. But what about planning for the inevitable changes that occur as we get older?

The truth is that many of the things we can do in our 40’s, 50’s, and even 60’s we likely won’t be able to do as easily when we are into our 70’s, 80’s, and 90’s. By working with you to create a long-term care plan, we help our clients account for the potential change in their needs as they age.

Our clients enter their golden years with the peace of mind that their needs will be met by having a well-developed plan in place.

Helping our Clients Plan for the Unexpected

You probably have saved something for retirement, be it through some type of employer group plan or individual savings, however, what you may not have considered is the financial impact on your loved ones, and everyone that counts on you, if you were no longer able to work.

Addressing our own mortality may not be a nice thing to think about, but it is reality. That’s why we pride ourselves on helping our clients safeguard what matters most to them. We work with you to identify and take advantage of all financial opportunities as well as develop plans to reduce risk.

In the event that something should happen rendering you unable to rely on working as the primary way to support your family, you can ensure that they are taken care of with a strong plan for the future.

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Strategic Relationships

Effective financial planning** can require a team of experts working together to serve your best interests. Our job is to make sure everyone on your team is working together to achieve the best possible results. In addition to working with your existing support system, we are also proud to bring in our experts as needed.

Eagle Strategies LLC
Advanced Planning Group
New York Life

Treating Your Future Self to The Golden Years

What does retirement look like to you? For you, maybe it’s golfing four times a week or traveling to every major league baseball park in the USA. Maybe it’s taking a cruise to visit every continent in the world.

In our latest article, we answer some of the toughest retirement questions. How do we create a plan to get there? How do we avoid the traps that keep us from our golden year goals? How do we enjoy each phase of retirement in the best way possible?

Read Our Latest Article

Are you achieving your goals?

Complete our interactive Financial Roadmap to gain insights on your goals and how to achieve them.

Financial Roadmap

Not sure if the interactive tool is right for you? Give us a call and we can walk through it together.

MAIN OFFICE

975 Merriam Ave, Suite 200
Leominster, MA 01453

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Office: 978.534.0130
mdavis@BrightFutureFinancialLLC.com
sjellis@brightfuturefinancialllc.com
efuentes@BrightFutureFinancialLLC.com

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Disclosure

Michael Davis is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #4399503), CO, CT, FL, ID, IL, IN, MA, ME, MI, MN, MT, NH, NJ, NV, NY, PA, RI, SC, TN, TX, and VT. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Michael Davis is licensed and authorized to offer insurance in California, but BRIGHT FUTURE FINANCIAL, LLC may not be. For additional information on California licensure status, please click here.

Michael Davis is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 975 Merriam Ave Ste 200, Leominster, MA, 01453, 978-534-0130. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, ID, IL, IN, MA, ME, MI, MN, NH, NJ, NV, PA, RI, TX, and VT. No offers may be made or accepted from any resident outside the specific states referenced.

Michael Davis is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CO, CT, FL, ID, IL, IN, MA, ME, MI, MN, NH, NJ, NV, PA, RI, TX, and VT. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Eliseo Fuentes is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of MA, and NH. No insurance business may be conducted outside the states referenced.

Eliseo Fuentes is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 975 Merriam Ave Ste 200, Leominster, MA, 01453, 978-534-0130. In this regard, this communication is strictly intended for individuals residing in the states of MA, and NH. No offers may be made or accepted from any resident outside the specific states referenced.

Eliseo Fuentes is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of MA, and NH. As such, these services are strictly intended for individuals residing in the states referenced.

Simon Ellis is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of FL, MA, ME, NH, RI, and TX. No insurance business may be conducted outside the states referenced.

Simon Ellis is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 975 Merriam Ave Ste 200, Leominster, MA, 01453, 978-534-0130. In this regard, this communication is strictly intended for individuals residing in the states of FL, MA, NH, RI, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Simon Ellis is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of FL, MA, NH, and RI. As such, these services are strictly intended for individuals residing in the states referenced.

BRIGHT FUTURE FINANCIAL, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither BRIGHT FUTURE FINANCIAL, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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  • About Us
    • Our Team
    • Strategic Alliances
    • Our Process
    • Client Services Overview
  • Expertise
    • Individual and Family Services
    • Business Owner Services
    • Investment Services
    • Insurance and Annuities
  • Education
    • Blog & Videos
    • Videos
    • Useful Links
  • Contact Us
    • Our Location
  • Schedule a Meeting
    • SCHEDULE WITH MIKE
    • SCHEDULE WITH SIMON
    • SCHEDULE WITH ELISEO
  • CLIENT LOGIN

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