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20542 North Lake Pleasant Road Suite 111 Peoria, AZ 85382

602-652-2665
info@bergenfinancialgroup.com
COVID-19

Our #1 secret to
retirement planning
isn’t money

Free live webinar
teaches how to plan a
confident retirement

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5 must-know facts to
grasp before you retire

Free live webinar
readies you to take the
right next steps

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Confident in your
retirement plan?
7 ways to thrive.

Free live webinar 
simplifies the foundations of a 
secure retirement

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TAX TIME is coming:
start now and
plan your path

Free live webinar
provides practical Tax tips

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IRA vs Roth IRA:
should you convert?

Free live webinar
reveals the strategic pros and cons

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How do I
Manage Risk
in volatile markets?

Free live webinar
shows strategies that help
return you to your comfort zone

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Contact the Bergen Financial Group to create a financial strategy that helps you live your best retirement

<b>LEARN</b> <br /> how to retire smart <br /> at every career stage

LEARN
how to retire smart
at every career stage

Whether your life’s work is just getting started, you’re enjoying mid-career success or you’re almost ready to retire, Bergen Financial Group is founded on a simple, proven principle:


Educating our clients and simpli­fying the financial complexities of retirement planning builds an informed partnership.


As a result, we can plan together confidently for your future.

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<strong>PLAN<br /></strong>confidently for up markets, <br />down markets and <br />everything in-between

PLAN
confidently for up markets,
down markets and
everything in-between

How do you ensure your retirement plan will achieve your goals?


You start by working with an experienced planning partner who listens to your wishes and anticipates your needs.


Choose a fiduciary who is legally obligated to put your best interests first. Choose a licensed investment advisor with Bergen Financial Group.

PLAN MORE CONFIDENTLY
<strong>LIVE</strong> <br />your best retirement <br />confident in your plan

LIVE
your best retirement
confident in your plan

Retirement means something different to everyone. Maybe you want to:

  • Explore a second career or give back to your profession
  • Travel the world
  • Leave a legacy
  • Or just leave your options open

At the Bergen Financial Group, we focus on you and help guide you to live your best retirement.

REALLY LIVE!

Retirement Begins with Bergen Financial Group
a leader in retirement education and planning

KNOWLEDGE

Our clients will tell you that knowledge is their key to confident retirement planning. Bergen Financial Group's highly-trained financial advisors help you take advantage of smart strategies in an easy-to-understand, down-to-earth manner.


• Retirement Planning
• Income Planning
• Tax Strategies
• Wealth Management
• Estate Planning
• Life Insurance and Annuities

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Got a Question?

Worried you started too late? Not sure how much money you’ll need to live on? Want a second opinion on your current retirement plan?


We’re here to help.


Be sure to ask about participating in one of our free live educational webinars. Because living your best retirement begins with the Bergen Financial Group.

CONTACT US

Note: Any comments regarding safe or secure investments or guarantees of income refer only to fixed insurance products and do not refer in any way to securities or investment advisory products. An Annuity is a long-term financial product designed largely for asset accumulation and retirement needs. All guarantees are backed by the claims-paying ability of the issuing insurance company.