Our lives have changed drastically in just a few short weeks. All this change and uncertainty, coupled with frequent news briefings and dramatic headlines, can cause us to panic or at least lose sleep at night. We get it. Things are going to be very different for a while, but thankfully one thing that won’t change is how our team at Bridgerland Financial is committed to you, your life, and your finances. Whether you have questions, concerns, or need help processing the market roller coaster, you have us to rely on.
Do your friends and family have this kind of support system?
Guidance In Hard Times
Most of us are now at home with our families day in and day out. We’re reminded of the importance of our friendships and other relationships, and we’re learning how to be there for each other in creative ways. We know that you are not just concerned about yourself, but also your loved ones.
There is a lot of fear in our world right now, and fear can make people do unwise things with their money. Our goal is to see you and those you care about weather this storm with confidence and come out the other side ready to move forward and work toward your goals.
If you have friends or family members who are in need of financial guidance during this stressful time, we’d love to be there for them like we are for you, analyzing and evaluating their financial picture and sharing strategies to help them stay on track to reach their goals despite market turmoil and economic uncertainty.
We Are Here For Your Friends And Family…Virtually
We want to let you know that we are still working and operating our business…just not in the same way as before. Just because you are quarantined, locked down, or adhering to social distancing guidelines doesn’t mean you are alone.
If you or your loved ones have any questions or concerns about finances, goals, asset allocation, risk, what the markets are doing, or anything that’s causing financial stress, we are available virtually. Contact us anytime at firstname.lastname@example.org or (435) 535-1630 or schedule an appointment online.
David Packer is founder and financial advisor at Bridgerland Financial, an independently managed financial firm in Utah. With 20 years of industry experience, David serves his clients by helping them bridge the gap between their working years and their retirement. He provides tailored, comprehensive financial plans to his business owner and individual clients so they can retire with confidence. David has a bachelor’s degree in finance and holds the Chartered Retirement Planning Counselor℠ (CRPC®) credential. Outside of the office, David loves to spend time with his wife and five kids and stay involved in his community. He currently serves on the board of directors of the Cache Valley Chamber of Commerce. He and his wife, Melonie, spent years as foster parents and eventually adopted their foster children. David loves playing and watching all kinds of sports, including officiating high school sports, and won’t turn down a good board or card game. Learn more about David by connecting with him on LinkedIn.