Services we offer

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1031 Exchanges

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.

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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.

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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.

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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.

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Asset Preservation

Whether protecting invested assets from downside markets or protecting your family and tangible assets with fixed annuities1 and insurance, we tailor every financial plan towards your individual needs.

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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.

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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.

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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.

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Annuities

We offer a variety of annuities which many people nearing retirement have interest in as a potential source of steady income.

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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.

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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 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 >
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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 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 >
Bangerter's President, Jeffrey Bangerter

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.

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jeffrey@bangerterfinancial.com

916.965.1879

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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

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.
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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.
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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.