Bergen Financial

The essence of financial planning is to give you solutions to help you live life to the fullest. To do that you must hold two opposing ideas in your head at one time. You must plan to die at any time, but at the same time to plan to live to be one hundred years old. I have worked with many clients over the years since I started selling life insurance in 1997.

I continue to have a passion to help clients get the right coverage to protect loved ones. Every time we pay a claim it is a bittersweet moment for me. We also help you plan for the best with retirement planning and investment portfolio management. I make it my responsibility to provide relevant portfolio management to my clients so that they can make good investment decisions and get ahead.