Having someone on your side of the table while making financial decisions.
20+ combined years of experience have prepared us to guide you through your life transitions.
Fee based planning rather then commission based shows transparency to you, our client.
We create a specific roadmap to provide the direction for your journey to retirement and beyond.
We can meet in our Ogden (221 25th St) or Logan (75 W 100 S, Ste 230) Office or remotely (no software to install). Click the button below to schedule. The first consultation is always complimentary.
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.
It is never a one size fits all approach to wealth management. We take the time to make we are managing your funds in line with your goals. Below you will see just some of the tools we use at Bridgerland Financial.
Exchange Traded Funds
Federal Retirement Planning*
Money Purchasing Plans
Profit Sharing Plans
Disability Income Insurance
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."
How much can I safely withdraw from my investment accounts?
How do I figure taxes in retirement?
What strategy do I use for taking social security?
Which pension option should I choose?
How do I plan for healthcare in retirement?
When can I retire?
What would happen with my current investments if 2008 happened again?
Our exclusive pre-retirement readiness assessment measures preparedness and enthusiasm in the five areas of retirement success:
The personalized pre-retirement checklist helps clients get their "ducks in a row" well before their retirement date. And, the customized 100-Day Playbook recommends specific activities to help clients get their retirement off to a great start.
*Bridgerland Financial and Cetera Advisors is not affiliated with the US Government or any government agency.