Primerica

Financial Services, Financial Planning Consultants, Financing Consultants

Be the first to review!

OPEN NOW

Today: 9:00 am - 5:00 pm

(916) 723-4553Call Visit WebsiteVisit Website Map & DirectionsDirections7777 Greenback LnCitrus Heights, CA 95610 Write a ReviewWrite Review

Is this your business?

Customize this page.

Claim This Business

Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Citrus Heights with Financial Services

Fair Oaks (4 miles)
Orangevale (4 miles)
Antelope (6 miles)
Carmichael (8 miles)
Roseville (8 miles)
North Highlands (8 miles)
Folsom (9 miles)
Rancho Cordova (10 miles)
Rocklin (13 miles)
Granite Bay (14 miles)

More Info

Extra Phones

Phone: (916) 965-1879

AKA

Bangerter Financial Services, Inc.

Coordinated Concepts

Primerica Financial Services

Other Link

http://www.primerica.com

Categories

Financial Services, Financial Planning Consultants, Financing Consultants, Insurance, Life Insurance, Mortgages, Real Estate Loans

GalleryView all (1)

Gallery Image Number 1

Reviews

Hi there!
Be the first to review!

Click to Rate

Details

Phone: (916) 723-4553

Address: 7777 Greenback Ln, Citrus Heights, CA 95610

Website: http://www.primerica.com

People Also Viewed

View similar Financial Services

Suggest an Edit

Primerica

Tax Planning
We believe you will find the educational resources on this page helpful in learning more about 1031 exchanges, Delaware Statutory Trusts (DST’s), tax planning, tax strategies, oil and gas investments, alternative investments and financial literacy.
Charitable Giving
Creating a charitable gift-giving plan may provide you with multiple tax breaks: an income tax deduction, the avoidance of capital gains on highly appreciated assets, and the reduction or elimination of estate taxes on the charitable contribution upon your death.
Estate Taxes
Avoiding Probate
There are many different types of trusts, and they can be complex to set up and execute. However, a trust can be a very flexible and advantageous means to transfer your assets in the future. Most trusts can also provide current benefits, such as tax deferral and deductions. Unlike a will, a trust may help avoid probate upon your death. To learn more about trusts and how they may benefit you, we will be happy to help you consult a qualified estate planning attorney who can assist you with these issues.
Tax Services
Tax Deductions
Income Tax
Investing in or purchasing a tax-deferred vehicle means your money can compound interest for years, free from income taxes which could potentially allow it to earn interest at a faster rate. Few financial vehicles avoid taxes altogether. Insurance products only allow you to defer paying them until retirement — when you may be in a lower tax bracket.
Tax Deferral
Capital Gains Taxes
A 1031 exchange is a strategy to defer your capital gains taxes so you can keep your money working for you. This guide will help you to understand the basics of how a 1031 exchange works, the various 1031 exchange methods, the 1031 exchange process, and the benefits and risks of a DST.

Investment Management

Financial Planning
At Bangerter Financial, we believe we have a responsibility to advise and guide our clients in the financial planning aspects of their lives and help inform them on the topics that could impact the outcomes of their plans.
Retirement Planning
However, with fluctuations in the stock market, it is important to remember that more conservative retirement strategies typically have only a portion of the assets invested in the stock market. Allocations can be set aside for more conservative investments.
Annuities
Guarantees are backed by the financial strength and claims-paying ability of the issuing company and may be subject to restrictions, limitations or early withdrawal fees. Annuities are not FDIC insured.
Long Term Care
Considering that you could have to reduce your financial means before Medicaid will pay for long-term care and neither your employer group health insurance nor major medical insurance will cover long-term care, you may want to consider planning ahead for these potential expenses.
Asset Management
To develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another. Our financial strategies and asset management services use insurance products to help you meet your financial goals. We can work in concert with tax professionals or attorneys in either your, or our, network to advise you on specific aspects of your financial strategy.

View All Services

Provided by