Jeffrey Bangerter has been working in the Financial
Services since 1979; helping his valued clients prepare for and enjoy a
comfortable retirement.
Jeffrey has spent the time necessary to get all the licenses
needed to be able to put together a proper plan. He 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. Our goal is to help people
maximize social security, create incomes, provide professional money management,
protect your assets from long term care. Our clients know we have a commitment
to provide the best solution for their individual situation utilizing our
Social Security Planning and Retirement Planning software together to make sure
they do not have a point in life where they run out of money.
Jeffrey has been seen frequently on Sacramento’s ABC and
CBS affiliate TV Stations, providing timely financial information in an easy to
understand format.
OUR IDEAL
CLIENTS:
… want a work optional lifestyle.
... want to pay less taxes.
… are concerned about outliving their income.
… want to protect their assets.
… want to leave a legacy.
… want to sleep comfortably with no worries about their
investments or retirement.
… are fun!
Jeffrey has been a resident of Orangevale, CA
for over 25 years. When not helping clients increase their confidence about their
financial futures, he enjoys boating with his children and grandchildren, traveling,
learning something new or spending time with his wife on their Harley.
