Manage your financial planning with confidence!

From the desk of Jerry Bergner, AAMS CMFC:

Welcome to the Financial Planning Toolkit!  I am constantly adding more tools that you can use in your life to assist you in working towards more simplified and satisfying results.

If you have any questions, or would like help in any area, please feel free to be in touch.

You can reach me via email by using the contact me page or schedule a meeting page.

The Five Barriers to Your Financial Success:

  • Are you aware of the 5 most common obstacles to your financial planning success ?
  • In working with clients on personal financial planning work since 1994, these are the things I find most often are the stumbling blocks and minefields that cause the most problems for people.
  • It does not seem to matter how educated you are or how much wealth you have accumulated. These 5 areas are trouble spots for just about everyone I have spoken with.
  • Learning to recognize these patterns, creating strategies to keep them in check, can greatly improve your chances for more positive results.