Planning for your future also means planning for than just your home or your family. What happens after that. Will you have the funds to retire? Will you be able to spoil your grandchildren? After all, when your life ends, your resources will pass on to the next person or generation, right? And if you are a member of “the I want my last check to bounce club”… which is perfectly fine… we can plan for that as well!
With the right planning you can also avoid coming up short when you need money for unexpected bills. Not to mention when you want to retire. Many retirees find them getting stuck in a vicious cycle of credit card debt. They never have enough cash to get properly insured, leaving them vulnerable to some of life’s major risks. With just a little planning this can be avoided.
Our 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, we can work with you on that as well!
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.