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Preservation Is Key

At Bergen Financial Group, we are about growing and protecting your savings and income by using practical strategies that are specific to your desired goals and objectives.

Our advisors are trained to assist our clients in multiple areas, including:

  • Retirement Planning
    • We manage assets both before and during your retirement.
    • We work with you to maximize employer-sponsored retirement and IRAs.
    • Our team determines how much you need to retire comfortably.
  • Income Protection
    • We work with you to create savings plans.
  • Tax Planning
    • We create tax deferment strategies for you.
    • We help you capitalize on your investments.
    • We carefully consider tax liabilities and benefits.
  • Risk Management
  • Estate Planning
    • We offer estate tax restructuring.

Our team helps determine how much you need to retire comfortably. 

While tax and legal issues may be discussed in the general course of financial and investment planning Simplicity Wealth, LLC does not provide tax or legal advice. Please consult with your tax or legal professional prior to making decisions relative to these issues.