20542 North Lake Pleasant Road
Our #1 secret to retirement planning isn’t money
Free live webinar teaches how to plan a confident retirement
5 must-know facts to grasp before you retire
Free live webinar readies you to take the right next steps
Confident in your retirement plan? 7 ways to thrive.
Free live webinar simplifies the foundations of a secure retirement
TAX TIME is coming: start now and plan your path
Free live webinar provides practical Tax tips
IRA vs Roth IRA: should you convert?
Free live webinar reveals the strategic pros and cons
How do I Manage Risk in volatile markets?
Free live webinar shows strategies that help return you to your comfort zone
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.
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.
Retirement means something different to everyone. Maybe you want to:
At the Bergen Financial Group, we focus on you and help guide you to live your best retirement.
Retirement Begins with Bergen Financial Groupa leader in retirement education and planning
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
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.
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.