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What We Do & How We Help (Webinar)

Helping Pre-Retirees, Federal Employees & Business Owners Bridge The Gap Between Work & Retirement

The transition from accumulating wealth to withdrawing it is challenging for many pre-retirees. There are all sorts of questions you have to answer before you start:

  •     How much can my paycheck be in retirement?
  •     Have I saved enough?
  •     What do I do if markets are down but I need money now?

Figuring out the answers to these questions can be overwhelming, but thankfully, you don’t have to do it alone.

Join me in this exclusive webinar to learn how we can help you retire when and how you want without worrying about where your next paycheck will come from.

Topics we’ll cover include:

  •     The #1 risk you face when withdrawing money from retirement accounts
  •     How to minimize this risk
  •     What we do at Bridgerland Financial
  •     How we help you transition into retirement with confidence

I’ve spent 13+ years as a financial advisor helping pre-retirees, federal employees and business owners bridge the gap between work and retirement. Join this webinar to learn how I can help you too.

Register now to grab your spot.

Email with questions.

David A Packer, CRPC®

Financial Advisor

(435) 535-1630

(435) 292-6005

David has held many positions over his 20 years in the financial industry. He started his career in banking at a local bank in Salt Lake County in 2000. There he held various positions and consistently was moved up the ranks because of...

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