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Whether you’re starting out in life or just starting over, we’ll guide you every step of the way.

Whether you’re starting out in life or just starting over, we’ll guide you every step of the way.

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.

At Bridger Financial Group, we partner with you to organize and prioritize your finances so that you can feel confident with your decisions. Your customized financial plan is 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 agreements

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 preparation 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

For more information about our firm and the services we offer, send us a quick email or call the office. We welcome the opportunity to speak with you!

How Much Do You Know About Investing?

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