The purpose of having a financial plan is so that you can experience confidence and be ready when chaos comes. Taking the intentional steps of examining your life situation, identifying your goals, and mapping out the path to achieve them brings peace of mind and gives you a financial future to look forward to.
If you aren’t sure if your plan is set up to withstand our current economic circumstances or you are wondering if you need to make any changes to weather this storm better, we are here to help you thrive.
Working with a trusted financial partner is one of the most important decisions you can make for your financial future. Whatever you hope to pursue, it’s our mission to simplify the complexities of your financial life so you can focus on what matters most.
We offer a no-cost introductory Q&A session to help answer your questions, learn more about your goals, and see how we may be able to help. We believe that our clients need an advocate, not a salesperson.
We have had years of experience navigating the complicated FERS benefits. Click below to see what we can do for you.
For those who are within 10 years of retirement or 5 years of leaving the workforce, we can help. Click below to find out how.
From those just starting out in retirement to those who have been saving for a while, this is the section for you. Click below to find out how we can help.
If you plan on retiring before age 62, have you thought about how you’ll supplement your income until Social Security kicks in?
Most federal employees may not know this, but there’s a secret benefit called the FERS Special Retirement Supplement that will help bridge the money gap between you and Social Security if you retire before age 62.
Want to learn more about how this benefit works? Register for my free webinar to learn more.
Have you ever had a moment where, on the path you thought was right for you, you encounter a new idea or an open door and everything changes? That may sound like a movie script, but it’s essentially how I found my way into a career as a financial advisor. Here’s the story.
Even though I had always had an interest in the stock market and the financial world, I decided to pursue a degree in computer science. Early on in this endeavor, I had a chance to visit a financial firm and see how financial advising worked in practice. From then on, I was hooked. I switched my major to finance and earned my bachelor’s degree. I got my start in banking at a local bank in Salt Lake County. I had the opportunity to work in various positions and moved up the ranks because of my commitment to my customers. I began to develop a strong passion to help people meet their financial goals, increase and preserve their wealth, and minimize taxes. I didn’t want to be a salesperson—I wanted to be my clients’ financial advocate, advising them on the full spectrum of their financial life.
I moved into the role of financial advisor and spent almost 10 years working for Ameriprise and JPMorgan Chase and defined my vision for helping business owners and individual families bridge the gap between work and retirement. In 2015, I founded Bridgerland Financial and the rest is history!
Now, as founder and financial advisor of my own independently managed financial practice, I spend my days helping clients identify their financial goals and design a plan to get them there. With our client-first mentality, we build plans based on each individual’s unique life, giving them confidence to replace uncertainty.
After 20 years in this industry, I can tell you that there’s nothing more fulfilling than helping my clients retire when they want and how they want, not worrying about where their next paycheck will come from. I am driven to work hard because I know that my clients trust me to help them with some of their most important decisions. This heavy responsibility pushes me to learn and grow so I can offer the highest level of service to my clients.
Pursuing and achieving goals is much easier when you aren’t alone in the process. A helpful guide and advocate can make all the difference. If you’re interested in learning more about how I serve my clients, I encourage you to contact me today for a no-obligation get-acquainted meeting. Schedule an appointment online or reach out to us at email@example.com or (435) 535-1630.
Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.