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We understand the challenges unique to business owners

We understand the challenges unique to business owners

As a business owner, you spend a lot of time working IN your business: ordering supplies, managing your team, and taking care of your clientele.

At the end of the day, you might not have the time, or energy, to work on retirement planning or what will happen to your business when you're ready to move on.

At Bridger Financial Group®, we help business owners like you organize and prioritize your financial lives so you can:

  • Stay focused on what you do best
  • Minimize risk
  • Save time & energy

Our advisors have the tools and experience to help you make the right decisions and stay on track to achieve your goals.

Key areas we address in business planning:

Key areas we address in business planning:

When you partner with us, here are some of the key areas we cover for your business:

Retirement Planning. It's important to set financial goals for your retirement. This process helps crystallize how much money you may need to fund your post-retirement living.

Succession Planning. With the right people in place to run or purchase your company, you can confidently transition into retirement after leaving your business in good hands.

Group Benefits. Finding the right group benefits helps give your employees peace of mind.

Employee Retention. Do you have high employee turnover? Our team can help you improve employee retention with better benefits and improved company culture.


Retirement and Exit Strategy

Here are a few ways we can help you leave your business running efficiently and profitably:

  • Prepare your finances. It's important to have an accurate picture of your finances from a personal and professional standpoint. Let us help you establish accurate reporting so that you always have your latest financial information at your fingertips.
  • Consider your options. There are several exit strategies, depending on your financial situation, including selling the business, letting a partner buy you out, or passing the business along to someone ready, willing, and able to run it.
  • Determine your goals. If you plan to travel, move or make other major life decisions, talk to your retirement planning advisor to include these goals in your investment strategies.

By handing over a thriving business with all the key players in place, you can leave with a clear conscience and enjoy the next stage of your life. A financial planning professional can help you ensure your decision aligns with your plan.


Our Business Planning Specialties

Buy Sell & Business Succession Planning

We help business owners create a plan for their business legacy.

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Business Planning for Women

Years of experience have prepared us to help women build and manage their own businesses successfully. 

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Employer-sponsored Retirement Plans

Learn about retirement, social security, and estate strategies.

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