Our Planning Services

At Alderfer Bergen & Company we don’t do cookie cutter. While our competitors try and mold you into predefined programs, we take the time to get to know you. We care about you. We want to see your dreams become reality. With custom designed comprehensive financial portfolios, we empower you to live the life you desire and deserve.

Our approach is as varying and different as the people we serve. We take the time to get to know you. We learn about your hopes and goals for the future and develop strategies to pursue those goals. As a company, we have all the tools and knowledge of the big box financial planners; we just choose to use them in a more measured case-by-case approach.

Whether your financial affairs are relatively simple or very complex, working with a professional financial advisor can help you pursue financial independence.

Financial Planning

Live The Life You Desire and Deserve

Let’s evaluate a plan that evaluates your current situation by analyzing your assets, income and expenditures to identify:

We provide regular meetings and modifications, ensuring that your financial plan stays current and progressive.

Retirement Planning

Your Retirement Depends 100% On You

People often think of retirement in abstract terms – far away, undefined, difficult to envision. As a result, more people are unprepared to retire than ever before.

No matter where you are within your retirement savings journey, we can help put your retirement goals into better focus.

Estate Planning

Have You Considered Your Legacy?

You worked hard to build your legacy – now preserve it! Your legacy is much more than your assets. Its your personal values, the memories that carry on and your entire belief system. Your estate plan should be a reflection of the legacy you want to leave.

Legacy Planning will help you build your legacy and ensure that your wishes are carried out both during your lifetime and after your death.

Investment Management

Investing Money Doesn’t Have To Be Difficult

Whether you’re new to investing or already a savvy investor, we’ll work with you to build a portfolio that suits your long-term goals.

Once we have a better understanding of your needs and goals, we will factor in the overall health of the economy to build your customized investment portfolio.

Tax Planning

Tax Impacts Every Aspect of Your Financial Life

Financial planning and tax efficiency go hand-in-hand. Whether you’re looking to properly save for retirement, help improve your income tax situation or want help with your business taxes – we can create a customized plan that is built around tax efficient withdrawl strategies.

Private Client Services

Highly Complex Needs Can Require Advanced Solutions

We offer one-on-one support you need from a fiduciary financial advisor.

Private Client Services isn’t a one-size-fits-all solution. It is for individuals with complex needs who need help simplifying their lives. We provide sophisticated solutions to high net worth individuals and families.

Education Savings

Do You Have A Savings Plan To Help Your Children Succeed?

Help your children or grandchildren seek out educational opportunities that will help them later with a greater chance at financial security and to open doors.

Getting the most out of your college savings plan can be overwhelming, but we are here to help make sense of the many options that come with saving for higher education.

Insurance

How To Protect Your Assets From Unexpected Events

Insurance is crucial in protecting you and your family in the event of unexpected and expensive events.

We can help you uncover potential risks that could impact you and your family.

							Want to Learn More?						The best way to begin investing in your life’s future is by starting a conversation with us. Our advisors are here to help and guide you through your financial goals without the use of high-pressure sales tactics. At Alderfer Bergen & Co. there are no initial consultations fees, no obligations and therefore, no stress.
							Schedule an Appointment						