Retirement Planning

What is Retirement Planning

What does “retirement planning” mean to you ? For many of us it is a quite different picture than the ones our parents had in mind.

Many of Jerry’s clients continue to “work” during “retirement”. Not because they have to, but because they choose to do so. Jerry wants it to be your choice.

There are many moving parts that come into play in this area. Jerry will work with you to help you to understand what you need to have coming in to live as you would like. How and when can your achieve this in a way that allows you to live as you like now, and later. Jerry doesn’t believe in saving it all for the future, nor does he believe in spending it all today. It is all about balance!

Located in Durham, NC, Integrated Life and Financial Planning is an independent financial services firm founded by Jerry Bergner, AAMS CMFC. As a Durham, NC-based Financial Planner, Jerry’s mission is to help you achieve the life YOU envision. His mission is to assist you in supporting the life you envision for yourself and those you care about. If you need help in clarifying that vision, he can work with you on that as well! Book a consultation meeting today.