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OUR PROCESS

Our four-step planning process: Discovery, Strategy, Implementation, Monitoring/Adjusting – continues to be a remarkably effective financial planning process.
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OUR MISSION

A life-long California resident, Jeff brings over 40 years of experience in helping clients achieve financial confidence to live well and comfortably throughout retirement.
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OUR VALUES

The Bangerter Financial team is committed to providing the breadth of services you expect from your financial advisor and the support you will likely find nowhere else.
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OUR RESOURCES

An extensive library of insights and education on topics from Estate Planning to Taxes to Investments and Insurance. Peruse our comprehensive knowledge center.

Welcome to Bangerter financial!

About Our Company

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.

MORE ABOUT OUR COMPANY
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OUR MISSION

At Bangerter Financial Services we desire to know and understand your financial objectives and then provide you with the highest quality of information, service, and products to help you reach your goals. Our commitment to our clients is based on the relationship we form with them, both professionally and personally. We seek relationships that last a lifetime. Read More >
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OUR TEAM

The Bangerter Financial Services team is one of the most experienced and knowledgeable you will find anywhere. As a dually-licensed registered investment advisor and broker dealer, we have access to a vast range of investment solutions and can provide un-biased advice that is always focused on your best interest. Read More >
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NOTE FROM OUR CEO

As your representative, I act as the Chief Financial Officer for a select group of successful business owners and families who own investment real estate and are at or near retirement and aspire to a work-optional lifestyle. We’ve developed and refined our Fiscal Bridging Formula that puts all the pieces together to develop a Strategic Retirement Roadmap to get our clients where they want to go in their lives. Read More >

IF YOU'RE READY FOR THE CONCIERGE INVESTMENT EXPERIENCE.

Services we offer

The Bangerter Process

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Discovery

Get to know one another and learn about your needs.
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Strategy

Develop an investment strategy custom tailored to your unique needs.
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Implementation

Successfully implement your customized investment strategy.
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Monitoring & Adjusting

Monitor & adjust your investments as needed to ensure they are consistently performing to meet your needs.

Bangerter 4-Step Financial Planning Process

Phase I: Discovery

This stage begins with our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you.

Phase II: Strategy

This stage focuses on developing an effective, long-term investment strategy that is custom tailored to your unique needs. We then develop a comprehensive plan that outlines the strategy we recommend for your long-term success.

Phase III: Implementation

This phase concentrates on successfully implementing your investment strategy. By means of constant communication with our highly-skilled staff, we strive to make this process quick and easy for you.

Phase IV: Monitoring & Adjusting

We monitor your accounts on a regular basis to ensure they are still performing in a way that meets their intention. If your circumstances change, or the shifting markets require a different investing approach, we adjust accordingly.

Download your free copy of The Essential Intro to 1031 Exchanges and Delaware Statutory Trusts.

If you are considering a 1031 exchange transaction or just want to learn more about these powerful tax-deferred investment options, you’ll find this eBook to be informative and essential reading. Inside, you’ll learn about important topics like:

  • What is a like kind property
  • Rules and important timelines
  • Professionals you’ll need on your team
  • Advantages of the DST structure
  • And more…

Start your discovery today!