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    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

Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
David Packer | Dec 7, 2023

Living the Dream: How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
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Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
David Packer | Nov 30, 2023

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Mother and daughter cooking and laughing
David Packer | Nov 23, 2023

Making the Most of Your Tax Return

Tax Planning
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
David Packer | Nov 16, 2023

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Group of young professionals in a meeting. They are in a casual office setting
David Packer | Nov 9, 2023

Money Management 101: Tips for Your Kids Entering the Workforce

Savings
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know
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Couple walking in a field with the ocean in the background
David Packer | Nov 2, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
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Woman in a suit holding a piece of paper. She is in an office setting.
David Packer | Oct 26, 2023

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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David Packer | Oct 20, 2023

How Federal Employees Can Plan to Retire on Time

This Is How Federal Employees Can Plan to Retire on Time
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Grandmother and granddaughter knitting together
David Packer | Oct 19, 2023

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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An exit sign in a modern office building
David Packer | Oct 12, 2023

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.
David Packer | Oct 5, 2023

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
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A pair of reading glasses sitting on an open textbook. The book has content on taxes.
David Packer | Sep 28, 2023

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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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 | david.packer@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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