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<span style="font-weight: 400;" data-mce-style="font-weight: 400;">We&#8217;ll guide you every step of the way.</span>

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.


Life, disability, and long-term care insurance

Insurance needs analysis and planning

Policy review and audit

Risk assessment and management

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Education Planning

College planning and 529 plans*

Income tax preparation and planning

Tax minimization strategies

Independent investment analysis*

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Business Planning

Employer-sponsored retirement plans

Business succession planning

Buy-sell agreements

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Retirement Planning

Investment assessment, management, and monitoring*

401(k) investment planning*

Retirement income planning

Pension and qualified plan distributions

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Estate Preservation & Planning

Wills, trusts, and estate tax minimization

Multi-generational planning

Planning for children with special needs

Charitable giving

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Wealth Management

Our holisitc wealth management services go beyond simple planning or advice.

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