Bridger Financial Group

CONNECT

Address:

Greentree Commons, 381 Mansfield Avenue, Suite 400
Pittsburgh, PA, 15220

Phone:

412-733-4016

Our Services

 

How Bridger Helps Your Journey from Possibility to Reality

Whether you are growing your business, planning for college, saving for retirement or creating a legacy, the first step to achieving your goals is a comprehensive plan. At Bridger Financial Group, we help your journey from possibility to reality by helping create your financial path. We partner with you to understand, organize and advance your plan. Together, we'll create a strategy that minimizes risk and maximizes savings and growth.

 

Go from possibility to reality with a unique and customized financial plan developed from the following areas: 

  

 

Asset Protection & Insurance Planning 

  • Life, disability and long-term care insurance

  • Insurance needs analysis and planning

  • Policy review and audit

  • Risk assessment and management

Business Planning

  • Employer-sponsored retirement plans

  • Business succession planning

  • Buy-sell agreeements

Retirement Planning

  • Investment assessment, management and monitoring*

  • 401(k) investment planning*

  • Retirement income planning

  • Pension and qualified plan distributions

 

 

 

 

Wealth Management

  • College planning and 529 plans*

  • Income tax preperation and planning

  • Tax minimization strategies

  • Independent investment analysis*

Estate Preservation & Planning

  • Wills, trusts and estate tax minimization

  • Multi-generational planning

  • Planning for children with special needs

  • Charitable giving

   

 

 

 

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