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    Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Blog

David Packer | Mar 23, 2023

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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David Packer | Mar 16, 2023

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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David Packer | Mar 9, 2023

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
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David Packer | Mar 2, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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David Packer | Feb 23, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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David Packer | Feb 16, 2023

How Will Inflation Affect Your Government Pension?

Inflation has run rampant over the last year, reaching a 40-year high back in June 2022.
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David Packer | Feb 16, 2023

Is it Always Better to Purchase a Home?

Real Estate
Property
While homeownership is a goal for many, there are a few things to consider before looking to buy.
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David Packer | Feb 9, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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David Packer | Feb 2, 2023

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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David Packer | Jan 26, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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David Packer | Jan 22, 2023

Countdown to Retirement: 12-Step Checklist if You’re Retiring in 2024

For many of our clients, retirement is on the horizon. If you’re a year or so away from retirement, there are a few important things to check off your list

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David Packer | Jan 19, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Location

549 25th St, Suite 101
Ogden, UT 84401

75 W 100 S, Ste 230
Logan, UT 84321

Contact Info

E | info@bridgetoretire.com
P | 435-535-1630
M | 435-572-7677
F | 435-292-6005

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Securities and advisory services offered through Registered Representatives of Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA, SIPC, a broker dealer and registered investment advisor. Cetera is under separate ownership from any other named entity.

Bridgerland Financial and Cetera Advisors are not affiliated with the US government or any government agency.

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