FINANCIAL PLANNING SERVICES

Jerry Bergner offers financial services that can simplify and focus the path through many important life transitions.

To Jerry, that is what financial planning services are all about. Helping clients have the big picture view assists them in having the information they need, so they can make informed decisions that will enhance the quality of their lives.

Whether it is planning for retirement, buying a new home, or changing careers, Jerry wants to help you.

During your initial consultation, Mr. Bergner will discuss your goals and objectives. This information helps Jerry determine if the financial services we provide will be of a higher value to you than your financial commitment to us. Please contact Jerry for an exploratory consultation.

The financial services below represent our financial planning and management processes.

SCHEDULE A MEETING, COFFEE OR LUNCH WITH JERRY​

To learn more or see if Jerry’s approach might be a good fit for you, please contact Jerry for a complimentary initial consultation.
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