CREATING A MORE SATISFYING LIFE!
Located in Durham, NC, Integrated Life and Financial Planning is an independent financial services firm founded by Jerry Bergner, AAMS CMFC.
Jerry’s aim is to help you achieve the life YOU envision.
Jerry will work with you one-on-one to uncover your most important goals and priorities in life, and then create a financial strategy that supports those life goals.
Other financial advisors work to shape your life to meet your financial realities. Jerry’s focus is to improve your financial reality so you can achieve your life goals.
A Disciplined Approach to Financial Planning.
Jerry has been helping people with their finances using a well-structured and disciplined approach since 1994. His time-tested strategies in investment management adhere to modern portfolio theory.
It is not exciting but he believes in keeping excitement out of your finances. Instead, he promotes structured planning to help you achieve a more satisfying life.
Jerry’s clients, brand and culture are different than a typical firm. He supports his clients in being their best and therefore looks forward to the challenges you may bring him.
They bring out his best work!
SCHEDULE A MEETING, COFFEE OR LUNCH WITH JERRY
To learn more or see if this approach might be a good fit for you, please contact Jerry for a complimentary initial consultation.
We will send you a confirmation email immediately.
If you do not get one, the appointment did not register properly; perhaps you did not click through to the end. There is no cost or obligation for the initial call.