Working with a trusted financial partner is one of the most important decisions you can make for your financial future. Whatever you hope to pursue, it’s our mission to simplify the complexities of your financial life so you can focus on what matters most. Get the reward you deserve after working your whole life with a retirement plan that makes sense.
- Do you want to know how to transfer assets to family members or business partners?
- Do you wonder if you are truly prepared for retirement?
- How can you combine your employee benefits with your personal finances?
- Will you be able to retire and pursue your passions?
We’re Here to Help Virtually
We offer a no-cost introductory Q&A session to help answer your questions, learn more about your goals, and see how we may be able to help. We believe that our clients need an advocate, not a salesperson.
In our no-cost introductory phone call, we’ll discuss:
- Your employee benefits
- How to build a strategy with your existing retirement
- Non-financial aspects of retirement
During our discussion, we’ll answer any specific questions you may have, and take the time to learn about your values, goals, and objectives.
How To Prepare For Our Call
You don’t need to do anything to prepare for the meeting, and there’s no cost or commitment for the call. It may be helpful to collect your financial questions so we can review them together. Use the link below to schedule your call online now!
Get Started Now
Schedule your complimentary introductory phone call today to:
- Plan to maximize your financial future.
- Get answers to your specific questions.
- Get personalized recommendations for your unique situation.
You may also call (435) 535-1630 or email firstname.lastname@example.org.
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.