We’ll guide you every step of the way.
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.
Protection
Life, disability, and long-term care insurance
Insurance needs analysis and planning
Policy review and audit
Risk assessment and management
Education Planning
College planning and 529 plans*
Tax minimization strategies
Independent investment analysis*
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
Estate Preservation & Planning
Wills, trusts, and estate tax minimization
Multi-generational planning
Planning for children with special needs
Charitable giving
Wealth Management
Our holisitc wealth management services go beyond simple planning or advice.
Ready to find financial direction?
Schedule a consultation to talk about your business planning next steps.
