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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:

  • Investment assessment, management, and monitoring*
  • 401(k) investment planning*
  • Retirement income planning
  • Pension and qualified plan distributions
Retirement Planning
  • Life, disability, and long-term care insurance
  • Insurance needs analysis and planning
  • Policy review and audit
  • Risk assessment and management
Protection Planning
  • Employer-sponsored retirement plans
  • Business succession planning
  • Buy-sell agreements
Business Planning
  • College planning and 529 plans*
  • Income tax preparation and planning
  • Tax minimization strategies
  • Independent investment analysis*
Wealth Management
  • Wills, trusts, and estate tax minimization
  • Multi-generational planning
  • Planning for children with special needs
  • Charitable giving
Estate Planning

Client Service Promise

This promise is a commitment from each Bridger team member to uphold our company values and consistently deliver outstanding solutions and service. We are:


Our primary goal is your comfort and satisfaction.


We listen carefully in order to thoroughly understand your goals and values, your finances and your family situation.


Your assets are structured according to your life stages, and we help you manage it according to your objectives and in light of market opportunities.


Think of us as your “financial concierge”. Look to Bridger Financial Group for one-stop access to coordinated investment, insurance, estate, retirement and business planning for a cohesive approach to financial management.


Every member of our team is committed to serving you dependably with experienced advice. Team collaboration and continuing education on new products and technology is a critical part of our professional growth.


We are an independent firm. We have no obligation to sell proprietary products or services, so we can be openly selective in offering only those products that we believe are best suited to help pursue your financial objectives.


When we meet with you, we will speak to you in plain English, translating complicated concepts into language that can be clearly understood. By avoiding jargon and using plain language, you are better able to make informed decisions about your finances. In addition, all fees are fully and fairly disclosed.


We will put your interests first, ahead of our own. This may mean recommending a product that is the best option for you even if it results in reduced or no compensation for the professional.


We are committed to financial literacy and providing the education necessary to help you make informed, confident choices. Our professionals are passionate about coaching you through periods of market volatility to help you make level-headed decisions versus emotionally-driven reactions.


Total confidentiality is the basis of our comprehensive service to every client. We keep all information that you share private and do not divulge our client’s financial matters.


Not only are we available when you need us, you will receive proactive communication from Bridger as well as an annual invitation to review changes in your circumstances and the market. We strive to provide such an exceptional service experience that you will feel inspired to recommend us to your family and friends.

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?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."