Jeffrey Bangerter has been working in 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 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 the knowledge to help make smart, informed choices as they enter their Golden Years. We make things easy to understand, so the direction they need to take becomes clear. 

Our goal is to help people maximize social security, create incomes, provide professional money management, and protect their assets from long-term care. Our clients know we commit to provide the best solution for their situation, utilizing our social security and retirement planning software together to make sure they do not have a point in life where they run out of money.

Jeffrey has frequently been a guest on Sacramento’s ABC and CBS affiliate stations, providing timely financial information efficiently in an easy-to-understand format.