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.
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 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.
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.
Are you a federal employee that:
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.
Would you like an advisor that will:
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.
Would you like a financial professional to:
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.
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.
We offer a complimentary review call to see if a working relationship would be a fit for both sides.
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.