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Bridlepath Financial

58 Morningside Drive
Chagrin Falls, OH 44022

Phone:

(440) 225-4646

E-mail:

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Financial Planner-Registered Principal

Jill A. Haueter is a Financial Advisor with Bridlepath Financial. Jill helps investors navigate the myriad of available investment options with unparalleled service and a personal commitment.

From financial planning to comprehensive portfolio management, Jill's recommendations are made solely in the interest of providing the highest value and benefit to you. She works hard to help you pursue your financial goals with as much certainty, and as little risk, as possible

At Bridlepath Financial Jill has access to the financial expertise and services through one of the largest independent full-service financial services firms not headquartered on Wall Street. If you have a question or concern, she answers promptly, completely and truthfully. Also she provides all the information you need to make informed decisions, based on realistic expectations, about your investment needs.

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

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The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

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Here are answers to some key questions about required minimum distributions.

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How much life insurance would you need to produce a sufficient income stream for your family?

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Estimate the future value of your current savings.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck