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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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Example of a Financial Planning Strategy




Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

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.  It all starts with taking the proper risk.  Click on the button below to find out what your risk score is.


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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."

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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Download Our Free Fire Safety Guide

Is your family prepared to handle a house fire? Do you know the steps to prevent one? Do you have a go-plan to keep your family safe in the event of a fire emergency in your home? If not, our free ebook can help. Sign up below to receive your copy of “Stop, Drop, and Go: 12 Essential Steps To Keep Your Family Safe from Fire.”

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.