Broker Check

Why Bridgerland Financial

Advocacy not Sales

Having someone on your side of the table while making financial decisions.

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Our History

20+ combined years of experience have prepared us to guide you through your life transitions.

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No Hidden Fees

Fee based planning rather then commission based shows transparency to you, our client.

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Roadmap to Retire

We create a specific roadmap to provide the direction for your journey to retirement and beyond.

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Questions?  Ready to meet?  Feel free to text us at (435) 572-7677 or call us at (435) 535-1630.

Schedule a Consultation Online

We can meet in our Ogden (549 25th St, Ste 101) 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.

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Download Our Tax Reform Ebook!

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.

Wealth Management Services

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.

Investments

Mutual Funds

Exchange Traded Funds

Bonds

Common Stock

Preferred Stock

Educational IRA

Traditional IRA

Roth IRA

Fixed/Indexed Annuities

Variable Annuity

Financial Planning

Retirement Plans

Federal Retirement Planning*

Tax Plans

TSP Planning

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Schedule a Consultation Online

We can meet in our Ogden (549 25th St, Ste 101) 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.

Schedule Now

How Much do You Know About Investment?

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."

Examples of Questions Answered by Financial Planning


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?

Questions?  Ready to meet?  Feel free to text us at (435) 572-7677 or call us at (435) 535-1630.

Fit-to-Retire Readiness Roadmap

Our exclusive pre-retirement readiness assessment measures preparedness and enthusiasm in the five areas of retirement success:

  1. Social
  2. Health & Nutrition
  3. Personal Relationships
  4. Self-Identity and Financial.

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.

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Schedule a Consultation Online

We can meet in our Ogden (549 25th St, Ste 101) 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.

Schedule Now

*Bridgerland Financial and Cetera Advisors is not affiliated with the US Government or any government agency.