David A Packer, CRPC®
About Bridgerland Financial
Bridgerland Financial is a full service firm focused on the transition from the workforce to retirement. We use transitional planning techniques that include understanding all aspects and taking advantage of your employee retirement benefits.
A cornerstone of transition planning is the recognition that everyone’s economic and life situation is unique. Personalized transition planning is essential when matching clients with the right strategy and implementation.
A transition plan must reflect the stage of life its owner is in: whether ten years before retirement, retiring next week or already retired. A plan must reflect its owner’s personal or business situation, and highlight the techniques that best fits. A custom-tailored transition plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.
Generally I work with those who are transitioning between employers, transitioning from the workforce to retirement and with small business owners.
We have two locations to serve you in Ogden or Logan. We also love doing remote meetings (no software required). Please feel free schedule an appointment regardless of your situation.