BANGERTER FINANCIAL SERVICES, INC.

Knowledge is power. It is also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.

As a financial professional, I am committed to helping people just like you create solutions for their retirement assets. Once I understand your risk tolerance, time horizon, and goals, I’ll work diligently to develop a program that carefully balances investment strategies with preserving principal. Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards.

I work closely with my clients to evaluate those opportunities and get in position to reap those rewards. I enjoy helping people build a solid financial foundation for the future. I invite you to check out all the material on my website. If something prompts a question, please send me a quick email or call my office. I would enjoy speaking with you.

ABOUT OUR PRESIDENT AND FINANCIAL COACH

As the President of Bangerter Financial Services, Jeffrey Bangerter is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.

Jeff started in the financial services industry in 1979. He now works to help his valued clients prepare for and enjoy retirement. Jeff truly enjoys helping his clients find the best ways to live a fulfilling life and believes that people can do amazing things when money worries are put at ease.

Jeffrey Bangerter

President

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 PROCESS

Phase I: Discovery

We begin this stage during 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

The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend for long-term success.

Phase III: Implementation

The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

Phase IV: Monitoring & Adjusting

We monitor client accounts on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that a client’s circumstances have changed, or that shifting global markets require a different investing approach, we are quick to make adjustments.

OUR TEAM

Nichole Demsky

Director of Marketing and Business Development

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Patrick Furlong

Registered Representative

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Rikki Foster

Financial Advisor

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Gina Kirk

Manager of Operations

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Jamie Furlong

Registered Representative

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Aaron Silver

Business Processor

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Danelle Eslinger

Front Office marketing Executive

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