381 Mansfield Avenue, Suite 400
Financial planning is more than investing. We take a holistic approach to integrate all your investments, retirement income planning and insurance into one comprehensive plan. Your Bridger professional will help you effectively manage all of your financial resources through every stage of life, whether you’re preparing to purchase a home, growing a business, planning for college or retirement, or leaving a legacy for future generations.
By integrating all aspects of your financial life, our thoughtful planning process will provide clarity and carve out a clear path for your success.
Life, disability and long-term care insurance
Insurance needs analysis and planning
Policy review and audit
Risk assessment and management
Employer-sponsored retirement plans
Business succession planning
Investment assessment, management and monitoring*
401(k) investment planning*
Retirement income planning
Pension and qualified plan distributions
College planning and 529 plans*
Income tax preparation and planning
Tax minimization strategies
Independent investment analysis*
Wills, trusts and estate tax minimization
Planning for children with special needs
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