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Eric J. Bergenn, Financial Planner

Financial Stability Starts Here

Holistic financial strategies tailored to your goals

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What Smart Investors Know

Savvy investors take the time to separate emotion from fact.
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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.
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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?
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Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this hopeful, animated video.
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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.
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It's Time to Think Differently About Your Money

We stay focused on market trends, so you don't have to.

Where You Are

Where You Are

We create financial strategies tailored to your goals.

Where You Want To Be

Where You Want To Be

Years of experience have prepared us to guide you through your life transitions.

How You Get There

How You Get There

We believe values matter, and we live by ours every day.

Client Centered

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.

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Still Unsure? We Can Help

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