Bridging the Gap Between Work and Retirement

General Info

Bridgerland Financial is a full service firm focused on the transition from the workforce to retirement. Using transitional planning techniques that could include bond ladder strategies, minimizing tax burdens, split annuity strategies, social security withdrawal strategies, and more, we create a plan that fits your unique situation. A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized financial planning is essential when matching clients with the right strategy and implementation. A transition plan must reflect the stage of life its owner is in: whether ten years before retirement, retiring next week or already retired. A plan must reflect its owner's personal or business situation, and highlight the planning techniques that best fit it. A custom-tailored transition plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan. Generally I work with those who are transitioning between employers, transitioning from the workforce to retirement and with small business owners. However, feel free to reach out to me regardless of your situation.

Hours

Regular Hours

Mon - Fri:	9:00 am - 6:00 pm
Sun	Closed

Presidents' Day (Washington's Birthday)

2024/02/19	Closed

Martin Luther King Day

2024/01/15	Closed

New Year's Day

2024/01/01	Closed

Memorial Day

2024/05/27	Closed

Veterans Day

2024/11/11	Closed

Labor Day

2024/09/02	Closed

Thanksgiving Day

2024/11/28	Closed

Independence Day

2024/07/04	Closed

Christmas Day

2024/12/25	Closed

Columbus Day

2024/10/14	Closed

Categories

Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Retirement Planning Services

Payment Options

Location

Kiddie corner from Logan High School in the east office building on the main floor.

Neighborhood

Ellis

Accreditation

FINRA/SIPC

Associations

Securities and advisory services offered through Cetera Advisors LLC, member FINRA, SIPC. Cetera is under separate ownership from any other named entity.

Other Information

Parking: Lot