Bridgerland Financial

About

Bridgerland Financial is a full service firm focused on the transition from the workforce to retirement. Using transitional planning techniques that could include bond ladder strategies, minimizing tax burdens, split annuity strategies, social security withdrawal strategies, and more, we create a plan that fits your unique situation. A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized financial planning is essential when matching clients with the right strategy and implementation. A transition plan must reflect the stage of life its owner is in: whether ten years before retirement, retiring next week or already retire