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Jeffrey Bangerter

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.

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.

Recent posts

Oil & Gas Investing Advantages for Today’s Challenges

The Oil & Gas industry may have a “boom and bust” reputation among many, where fortunes have been won and lost over decades due to an array of factors often out of the investor’s control. Yet, the industry remains a compelling option for many investors, as it has the potential to provide certain advantages that other investments may not.

Financial Planning Financial Advisor Diversification Alternative Investments Oil & Gas By on Jan 10, 2022

Investing in Oil & Gas with a 1031 Exchange

Many real estate investors are familiar with the 1031 exchange and how it can be used to defer capital gains taxes on the sale of investment property when reinvesting in “like-kind” replacement property. The like-kind definition under IRC Section 1031 is relatively broad, stating that properties must be held for business or investment purposes but do not need to be of the same grade or quality. For example, an apartment complex can be exchanged for farmland or an office building for a self-stora...

Financial Planning Financial Advisor DST Diversification 1031 Exchange Alternative Investments Oil & Gas By on Nov 30, 2021

Trusts and Exchanges

Trusts are often involved in 1031 exchanges. For example, the relinquished property may be held in a revocable living trust formed for estate planning purposes. Or the replacement property may consist of an interest in a Delaware Statutory Trust (DST). Though serving different purposes, all of these trusts have certain common characteristics and follow specific rules. Understanding these characteristics and the regulations that govern these types of exchanges can help you overcome the challenges...

Financial Planning Financial Advisor DST Diversification 1031 Exchange Tax Management By on Nov 15, 2021

5 Reasons to Consider a 1031 Exchange

Investing in property brings many advantages, including portfolio diversification and the ability to create a passive stream of potential income. However, when the time comes to sell your property, the taxes you’ll owe can significantly reduce your profits. This is the primary reason why so many property investors choose to take advantage of a 1031 exchange.

Financial Planning Financial Advisor DST Diversification 1031 Exchange Tax Management By on Oct 27, 2021

How to Invest in Alternative Investments

Alternative investments1 have been a recognized asset class for a long time, but recent volatility in the global stock markets has increased the attention on alternatives as a way to diversify portfolios and to potentially increase returns during periods of stress for more traditional investments including equities, fixed-income and cash.

Financial Planning Financial Advisor DST Diversification 1031 Exchange Tax Management Alternative Investments By on Oct 14, 2021

Important Insurance Tips for Young Adults

The transition into adulthood brings many exciting milestones. Whether you’re moving out on your own, starting a new career, or even starting a family, you’ll enjoy new freedoms and new responsibilities. As you step out on your own and start to accumulate assets, it’s important to have insurance in place to help protect them.

Financial Planning Financial Advisor Tax Planning Life Insurance 401k Tax Management By on Sep 30, 2021

Don't Let Your Breakup Break the Bank: Financial Independence After Divorce

No one goes into a marriage expecting it to end in divorce. Sadly, despite their best efforts, many couples face this reality. Not only is the end of a marriage emotionally devastating, but the after-effects can have a major impact on each partner’s financial life. As you navigate through your divorce, it’s important to gain a clear picture of your current financial situation. Then, you’ll be able to take steps to help minimize the negative effects of this major life change. Finding financial in...

Retirement Financial Planning Financial Advisor Diversification Tax Planning Retirement Planning 401k Tax Management By on Sep 14, 2021

An Introduction to Alternative Investments

If you’ve been wondering whether alternative investments are a good idea for your portfolio, you’re not alone. Many investors are frustrated with current market conditions, leading them to seek out other investment options. While alternative investments offer many potential benefits, they’re not suitable for every investor. Before adding them to your portfolio, it’s essential to understand precisely what you’re getting into. Here’s what you need to know.

Financial Planning Financial Advisor DST Diversification 1031 Exchange Tax Management By on Aug 31, 2021

Acronyms and Initials: Understanding TICs and DSTs

Mention the words "investment property owners," and what might come to mind are mom and pop landlords who own a rental property or two. They may have come to enjoy the steady income their investment produces, but they also might be exhausted from all their maintenance and management responsibilities. However, they have other ownership options, such as the Tenancy-In-Common (TIC) and Delaware Statutory Trusts (DST) structures, if suitable.

Financial Planning Financial Advisor DST 1031 Exchange By on Aug 17, 2021

Preserve Your Agricultural Assets with a 1031 Exchange

If you own a piece of agricultural property, like a ranch or farmland, you may at some point decide it’s no longer right for you. Selling your property outright can cause you to owe thousands of dollars in capital gains taxes, significantly reducing the amount of proceeds from the sale.

Financial Planning Financial Advisor DST 1031 Exchange By on Aug 02, 2021