381 Mansfield Avenue, Suite 400,
Financial planning is more than investing. We take a holistic approach to integrating all your investments, retirement income planning, and insurance into one comprehensive plan.
At Bridger Financial Group®, we partner with individuals, families, and women-owned businesses 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 below.
Life, disability, and long-term care insurance
Insurance needs analysis and planning
Policy review and audit
Risk assessment and management
College planning and 529 plans*
Income tax preparation and planning
Tax minimization strategies
Independent investment analysis*
Employer-sponsored retirement plans
Business succession planning
Investment assessment, management, and monitoring*
401(k) investment planning*
Retirement income planning
Pension and qualified plan distributions
Wills, trusts, and estate tax minimization
Planning for children with special needs
Our holisitc wealth management services go beyond simple planning or advice.