If you’re saving for your children, grandchildren, or any others, we will assist you in meeting these goals.
At Integrated Life and Financial Planning, we make it our business to help you establish a plan that will provide the best opportunity for your family and for working toward your goals.
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.