Planning for confident retirements

Customized strategies to help preserve your portfolio's stability and growth.

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Your Retirement Plan

At Bergen Financial Group, we don’t believe in cookie-cutter retirement plans. Rather than a one-size-fits-all approach, we believe your retirement plan should be all about YOU — who you are, what you want to do and where you want to be.

That's why Bergen Financial Group deploys customized strategies to help preserve your nest egg from unnecessary risk — while at the same time promoting growth.

Our Process

How we work together to help you plan for a comfortable retirement:

1. We Listen

Retirement planning begins when you share your retirement goals and income requirements with your Bergen Financial Group advisor.

2. We Help You LEARN

Next, our team will help you strengthen your knowledge of the many facets of retirement planning, providing personal attention plus tools such as our free educational webinars and online content. The better you grasp the concepts, the better you can partner with us to craft your ideal plan.

3. We Craft Strategies for Your Review

Your financial advisor will create a plan proposal and options. Together, with a shared base of knowledge, we will partner with you to finalize the strategies to help meet your needs and goals.

4. We Activate Your PLAN

Once we mutually agree, we will put your plan into action. We’ll set up all the necessary accounts and regular reporting you need to be confident in your path.

5. We Monitor and Refine Regularly

Your Bergen Financial Group advisor will review your accounts’ progress with you quarterly and annually. This way, we work together to help ensure you stay on path.

6. … So You Can LIVE Your Best Retirement

Bergen Financial Group has years of experience in retirement education and financial planning. We're here to help you every step of the way.

1. We Listen

Retirement planning begins when you share your retirement goals and income requirements with your Bergen Financial Group advisor.

2. We Help You LEARN

Next, our team will help you strengthen your knowledge of the many facets of retirement planning, providing personal attention plus tools such as our free educational webinars and online content. The better you grasp the concepts, the better you can partner with us to craft your ideal plan.

3. We Craft Strategies for Your Review

Your financial advisor will create a plan proposal and options. Together, with a shared base of knowledge, we will partner with you to finalize the strategies to help meet your needs and goals.

4. We Activate Your PLAN

Once we mutually agree, we will put your plan into action. We’ll set up all the necessary accounts and regular reporting you need to be confident in your path.

5. We Monitor and Refine Regularly

Your Bergen Financial Group advisor will review your accounts’ progress with you quarterly and annually. This way, we work together to help ensure you stay on path.

6. … So You Can LIVE Your Best Retirement

Bergen Financial Group has earned an enviable reputation as a leader in retirement education and financial planning. We're here to help you every step of the way.

Take the First Step Today

It’s never too early — or too late — to take control of your financial future so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.

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