Bridger Financial Group

CONNECT

Address:

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

Phone:

412-733-4016

Process Towards Financial Success

 

Before Looking to the Future, We Start with the Present.  

Bridger Financial Group follows a process to understand, organize and analyze the components of your financial life.  Looking collectively across all of your existing protection, savings and growth vehicles provides a more complete picture of your current financial plan. Our process helps give you a better understanding of why we recommend certain plans and strategies and lays the foundation for future financial success.

Here's what you can expect when we meet:

Introduction 

Action: Discuss the Personal Finance and Wealth Building Process.    

Result: Understand our unique and holistic approach.  

 

Financial Vision 

Action: Gather financial information and documents. Discuss financial objectives, desires and dreams.  

Result: Create the "Wish List". 

 

Protection Internal Design

Action: In-depth analysis of all insurances, legal documents and ownership arrangements. Assess each component's role in protecting current and future wealth. 

                     Result: Ensure protection strategies are as efficient and effective as possible. 

 

Savings Component Strategic Design

Action: Evaluate the efficiency of each existing savings element, looking at curent and future tax implications, liquidity and future use strategies (i.e., college and retirement). 

                     Result: Confirm savings strategies are as efficient and effective as possible 

 

Growth Component Strategic Design

Action: Analyze the efficiency of each growth element, review tax implications, risk levels, diversification and future use strategies (i.e., college, retirement and legacy).  

                     Result: Ensure growth strategies are efficient and effective as possible and are on-track to meet future goals.  

 

Debt and Cash Flow Strategic Design

Action: Evaluate the efficiency of current debt structure, as well as an accounting of current cash flows.

Result: Maximize cash flow strategies

 

 

Implementation and On-Going Review

Action: Implement any financial strategies necessary to achieve a more efficient financial model. As the economic landscape is always changing, conduct regular reviews to ensure plan is on-track

    Result: Helping to ensure your financial plan is on-track to reach your goals

 

Organize and Plan Your Financial Life 

Watch the video below to learn more about Bridger's unique approach and collaborative process to understand, organize and help plan your financial life.  Get started on your journey from possibility to reality with Bridger Financial Group. 

 

 

 

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