From the sale of your investment property to the close on your replacement property, we provide complete turnkey assistance on 1031 exchanges including DSTs, TICs, and NNN properties.
Every Bangerter Financial Plan has a concentrated discipline on wealth accumulation. After all, your accumulated wealth is what you’ll use and spend to enjoy the retirement we will have also planned for.
Retirees often face large expenses for the professional care needed when individuals can no longer take care of themselves. We can help you select the appropriate long-term policy for your needs.
For many individuals, their 401k plan is their primary source of retirement income. But, changing jobs or leaving the workforce can create confusion. We can help explain options with IRAs and 401k rollovers.
It all begins with you. Too often, the industry of financial advice is criticized for applying a cookie-cutter approach to financial planning for every client. Not at Bangerter Financial Services. We take the time to know you, your hopes, dreams, and aspirations. They are uniquely your own and no sound financial plan can start without that foundational perspective.
Let’s have a conversation so you can see the Bangerter difference. Contact us today.
Jeffrey Bangerter has been working in the Financial Services since 1979; helping his valued clients prepare for and enjoy a comfortable retirement.
Jeffrey has spent the time necessary to get all the licenses needed to be able to put together a proper plan. He is an Enrolled Agent Tax Professional, Mortgage Loan Originator, Investment Advisor Representative, Registered Securities Representative, Insurance Agent and has his Real Estate License.
We empower clients with knowledge to help make smart informed choices as they enter their Golden Years, we make things easy to understand so it becomes clear the direction that should be taken.