8765 W Kelton Lane
For Your Future Strategically
Cookie-cutter retirement plans are not our style. Retirement should be all about YOU. Who you are. What you love to do.
So you can live your best retirement.
That’s why Bergen Financial Group employs proven, conservative strategies to help protect your nest egg from unnecessary risk—while promoting growth.
How we work together to help you plan for a comfortable retirement.
Retirement planning begins when you share your retirement goals and income requirements with your Bergen Financial Group advisor.
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 benefit: the better you grasp the concepts, the better you can partner with us to craft your ideal plan.
Your financial advisor will create a plan proposal and options. Then together, with a shared base of knowledge, we will partner with you to finalize the strategies to help meet your needs and goals.
Once we mutually agree, we'll 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.
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.
Bergen Financial Group earned an enviable reputation as the leader in retirement education and financial planning. We're here to help you every step of the way.
While tax and legal issues may be discussed in the general course of financial and investment planning, SAE Wealth does not provide tax or legal advice. Please consult with your tax or legal professional prior to making decisions relative to these issues.