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.
Services we offer
Tax Strategies
Tax strategies tailored specifically for you and your goals through trusts, real estate investing, LLC forming and opportunity zones. Your entire financial portfolio can be utilized.
Retirement Planning
Our Strategic Retirement Roadmap is a proprietary and tailored planning tool that helps create a comprehensive plan that will guide you through your full retirement.
Wealth Accumulation
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.
Long-Term Care
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.
IRA & 401k Rollovers
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.
Life Insurance
Life insurance isn’t for those who have died — it’s for those who are left behind. We can help you evaluate choices of policies to determine which one fits your unique situation.
Annuities
We offer a variety of annuities which many people nearing retirement have interest in as a potential source of steady income.
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.
JEFFREY BANGERTER
PRESIDENT & CEO
Jeffrey Bangerter has valued his years in the Financial Industry, helping his valued clients prepare for and enjoy a comfortable retirement.
Jeffrey 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.