Our Services

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

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:

CLIENT-FOCUSED

Our primary goal is your comfort and satisfaction.

UNIQUE

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

DYNAMIC

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.

HOLISTIC

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.

EXPERIENCED

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.

INDEPENDENT

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.

CLEAR

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.

COMMITTED TO YOUR BEST INTERESTS

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.

FOCUSED ON CLIENT EDUCATION

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.

CONFIDENTIAL

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.

COMMITTED TO ONGOING SERVICE EXCELLENCE

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!

info@bridgerfinancialgroup.com

412-733-4016

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