Kimberly Tu, Certified Social Security & Medicare Planner
Kimberly Tu
Financial Advisor, Bridge Financial
Professional Profile
Kimberly Tu is a seasoned Financial Advisor at Bridge Financial in Vancouver, WA, with over 11 years of experience dedicated to helping pre-retirees and retirees navigate their financial journeys. With a strong focus on retirement planning, Kimberly offers a personalized and comprehensive approach that goes beyond mere investment management.
Having earned the National Social Security Advisor program and the IRMAACP™ Medicare & IRMAA certification, Kimberly Tu is equipped to guide clients through complex Social Security and Medicare decisions.
What sets Kimberly apart is her proprietary planning process, which creates a detailed roadmap addressing essential areas such as income, taxes, investments, healthcare, and estate planning. This holistic method ensures that clients are equipped to make informed and confident decisions at every stage of their retirement.
Residing in Ridgefield, Washington, Kimberly enjoys spending time outdoors with her family, embodying the values of community and connection. With her deep industry knowledge and commitment to client success, she is a trusted partner in achieving your financial goals.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.