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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Financial Advisors in Ogden, UT and Logan, UT

Helping pre-retirees transition from work into retirement

and

federal employees understand their retirement benefits.

There are three primary ways we can help you achieve these goals. 

Three Ways We Can Help You Bridge To Retirement

Federal Employees

We have had years of experience navigating the complicated FERS benefits.  Click below to see what we can do for you.

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Transition 

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.

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Accumulators

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.

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Our Team

David A Packer, CRPC®

David A Packer, CRPC®

Read Bio
Daun Maruquin

Daun Maruquin

Read Bio

To Help Understand How We Help, See if You Relate to Any of These Scenarios We Can Help With:

Disorganized Financial Life

Disorganized Financial Life

Do you:

  • Have investment and 401k accounts all over the place that you need organized and working together towards a common goal?
  • Your spouse passed away and you do not understand what is going on with any of your accounts?
  • Don't know what accounts you still have because you have lost track of them?

If so we can help.

We will spend as long as it takes to understand everything that you have and make it all work toward a common goal. Using sound financial planning principals we will help you get where you want to go.

If that is the kind of service you would like to have from a financial firm, click below to see how we can be of service.


Received an Inheritance

Received an Inheritance

Did you:

  • Just receive a large inheritance and do not want to "blow it"?
  • Want to make the right decisions for your family financially so you are on track for all your financial goals?

We can sit down with you, write a plan for the inheritance, and help you be on a better footing than you were before. 

Ultimately, we would help you do the right thing by following time tested financial principals that we will help you not just now, but in the future.

If that is the kind of help you need, click the button below to get started.

Federal Employee

Federal Employee

Are you a federal employee that:

  • Wants to retire now and then continue to work afterwards?
  • Would like someone to help explain your retirement benefits and give you an estimate on how much they will be?
  • Want to make sure that you are on the right retirement system when you retire?
  • Would like to know how much you should draw from TSP when you retire to make sure it lasts throughout your retirement?
  • Would like help filling out your retirement paperwork or want someone to give your paperwork a second look before you submit it?

This is an area we have been working with for years.

The information that we can provide to you can help you make the proper decision for you when it comes to taking your federal benefits.

If that is the kind of information you are in need of, click the button below to get started.

2nd Opinion on Current Investments

2nd Opinion on Current Investments

Would you like an advisor that will:

  • Fully explain the fees that you are currently paying on your investments?
  • Help you understand your current investment statement and give you just the facts regarding them?

We would love to give your investment statements (including your 401k or TSP) a look to help you answer any questions about them.

Then if you and I feel it is necessary, we can write a financial plan with those investments as they are now to help you get to retirement and beyond.

If a second look of your retirement is what you are after, click the button below to get started.

Explanation of a Financial Product

Explanation of a Financial Product

Would you like a financial professional to:

  • Look over a product that some other professional is providing to you?
  • Help you understand all the ins and outs of the product including the fees that you might be charged?

Even if you feel confident in the product being offered, we can help give you just the facts of the product.

As we always do here at Bridgerland Financial, we would not say if the product was good or bad…we simply show you how it works and how much it costs using the same documents that were provided by the representative.

If you decide that you would like to see how that product fits into you overall financial picture, we will right a comprehensive financial plan to show you.

If you need to have us look over recommendations you have received, click the button below to get started.

Widower Services

Widower Services

If your:

  • Spouse has passed away and you need help getting their money into your name?
  • Want someone to help you through the process of planning for your future now that it has changed?
  • Want someone to explain your accounts after they have passed away in a clear and concise manner?

We would love to help through this difficult time in your life.

If you need us to look over previous recommendations made or need help with inheritance received, click the button below to get started.

Ready To Get Started?

We offer a complimentary review call to see if a working relationship would be a fit for both sides.

Download Our Don’t Panic Ebook!

The novel coronavirus (COVID-19)’s effects on the financial markets has caused many people to question their investment strategy. Use this ebook to stay focused on your investment goals during challenging times.