20542 North Lake Pleasant Road
CONFIDENCE—Why Knowledge Is Your Most Valuable Asset
Creating the right financial plan for your retirement is a partnership. Bergen Financial Group starts by getting to know you, your needs and goals. And together we create a detailed Retirement Plan.
The financial complexities of retirement planning make evaluating the pros and cons of potential strategies a genuine challenge for most people—even some of the most financially aware.
We believe in giving our clients a foundation of learning so we can work as partners in retirement planning. Our clients gain true confidence they’re taking the right path.
Helps You Prepare forYour Best Retirement
Sharing knowledge is how we built our reputation as a leader in retirement education and financial planning.
In addition to consulting with our experienced, professional staff, Bergen Financial Group offers an always open library of educational content, including short videos, presentations, articles and resources, to quickly strengthen your knowledge of retirement planning’s many facets.
Choose your path: By Retirement Journey or by Key Topic.
My employer offers a 401(k) plan, but the many options are confusing and I don’t know the best place to start.
Begin with our foundations to gain a knowledge base and prepare to work with one of our financial planners.
Bergen recommends you add to your financial knowledge so you can partner with us to help plan a secure retirement.
Learn the components of most retirement plans—Income, Investment and Tax planning plus Social Security, Lifestyle, Health Care and Leaving a Legacy.
Retirement plans are not static, set-it-and-forget-it documents.
They should be regularly reviewed and updated to keep up with your changing needs, to take advantage of new market conditions—and to help ensure a confident long-term retirement journey.
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Download our free PDF whitepaper that helps you understand what you need to know about this important law.
Free PDF whitepaper download, click the Button below.
More than 30 calculators help you compute cash flow and current net worth, compare annuities and the benefits of Roth vs. Traditional 401(k)s, assess long-term-care needs, compare mortgages, estimate capital gains and more.
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Financial terms defined, from Annuities to Zero-Coupon Bonds, in easy-to-understand terms.
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