Broker Check
Eric J. Bergenn, Financial Planner


How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.


Common Stock


Mutual Funds

Exchange Traded Funds


Brokerage Accounts

Trust Accounts

Financial Planning

Retirement Plans

Tax Plans

College Plans

Estate Planning

Estate Distribution

Asset Allocation

Risk Analysis

Cash Flow Analysis

Monte Carlo Analysis


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Group Insurance Plans

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.