Services we offer

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.

null

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 >
null

OUR TEAM

The Bangerter Financial Services team is filled with extremely experienced professionals and we have access to a vast range of investment solutions and can provide advice that is always focused on your best interest. Read More >
null

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 approaching retirement and aspire to have 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 >
null

OUR PROCESS

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

OUR MISSION

We are your single point of contact for 1031 Exchanges and Alternative Tax Strategies, helping our clients achieve their wants, dreams and desires for themselves and their families.
null

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.
null

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.

The Bangerter Process

null
null

Discovery

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

Strategy

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

Implementation

Successfully implement your customized investment strategy.
null
null

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.