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
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.
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.
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.
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