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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

Person holding a camera lens in a field. The view of the field within the camera lens is upside down.
David Packer | Apr 6, 2023

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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Hand holding a large bundle of balloons
David Packer | Mar 30, 2023

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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Hand holding a page with several charts on it
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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A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.
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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A black and white image of a couple laughing
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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Toddler standing at the bottom of a stone staircase
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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Ten key accounting calculator on a soft yellow desk
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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Two women sitting outside on a patio. One woman is playing guitar, and the other is listening and smiling.
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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A calculator and a pen on top of a graph
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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Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.
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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Man sitting on a park bench and working on a laptop
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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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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