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.
