Investments

We offer comprehensive products and services to help you develop a sound, long-term investment strategy. You can choose from over 10,000 mutual funds, including self-directed, tax-deferred Individual Retirement Accounts (IRAs). We also provide products to fund plans for companies of all sizes, ranging from SIMPLE IRAs to full-service defined contribution and defined benefit plans.

Annuities - An annuity is a unique financial vehicle designed to help you accumulate money for your retirement and/or turn a lump-sum of money into a guaranteed stream of income payments.

Deferred annuities offer the advantage of tax-deferral and can be used to accumulate money for retirement.

You can use the articles below to help you learn more about which annuity might be right for you.

  • Variable Deferred Annuities* - A Variable Deferred Annuity offers the advantage of tax deferral and can be used to accumulate money for retirement. The policy’s accumulated value – and sometimes the amount of monthly annuity benefit payments – fluctuates with the performance of your investment account. There are fees, expenses and risks associated with the contract. Please be aware than assets allocated to the investment divisions are subject to market risks and will fluctuate in value.

  • Fixed Interest Deferred Annuities* - With a Fixed Interest Deferred Annuity, the interest rate on your policy is guaranteed never to fall below a certain amount. For many people, this provides a measure of security about their investment.

Income annuities are used to generate a stream of income payments that is guaranteed to last for as long as you need it to – even for the rest of your life.

Lifetime Income Annuities - An income annuity where income payments begin immediately - one period after the annuity is puchased. It is designed to provide you with predictable income monthly, quarterly, semi-annually or annually, no matter how long you live, and regardless of how the financial markets perform.

*Offered by NYLIFE Securities LLC (member FINRA/SIPC).

Disclosure

Steven Hartle 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 CO, and TX. No insurance business may be conducted outside the states referenced.

Steven Hartle 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, 8000 W Interstate 10 Ste 800, San Antonio, TX, 78230, 210-321-1423. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CO, NM, and TX. No offers may be made or accepted from any resident outside the specific 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.

BRIDGEWAY FINANCIAL, INC. is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither BRIDGEWAY FINANCIAL, INC. 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.​