We Care AboutYour Financial Future
Meet the Advisors
Built on valued long-term relationships, open communication, full transparency, professionalism, confidentiality and a heart for people – we bring our mission into focus through education, integrity, training, and outstanding client services.
As your advisors, we want you to feel and know that we care about your financial future. Your years of hard work deserve a fulfilling retirement with financial independence through proper planning and proven strategies for financial success. We endeavor to personalize each encounter with our clients, working together to determine their unique goals and objectives to capture a full picture of their starting point and ultimate goal. Analyzing time horizon and risk tolerance, we help them make suitable financial decisions by honing their financial plan—the bedrock of all financial decisions. Our customized approach allows our clients to compare financial decisions and the long-term possible impact of every path forward.
We are here to answer your questions and to be a supportive guide in aiding the decisions for your financial future and growth.
Meet the Team
Benefits to Our Clients
Retirement Strategies Built Around You
Our firm specializes in developing sound retirement strategies with the client’s individual needs in mind. We offer a wealth of information on retirement and future planning. Our team approaches your financial goals with personal, hands-on strategies, and our job is not complete until we have educated you on the financial concepts and products we implement for you. We remove the mystery surrounding investing, insurance, estate conservation, and wealth preservation.
Money Management and Your Financial Wellbeing
We understand the challenges of retirement today and recognize the primary concern for many of our clients—outliving their money. We prioritize money management and the critical concerns of your unique financial wellbeing.
Addressing Your Financial Goals
With our individualized approach, we position our clients to pursue their current and future goals. Your needs at the beginning of your career vary from those as you move toward retirement, but our ultimate goal remains the same—bringing your financial future into focus with an established success plan.
Through our multi-staged career planning method, we also support young professionals and business owners with establishing current and future goals. We act as the Chief Financial Officer of your personal financial path, providing the advice and support you need to establish your ideal financial path.
Plan For Your Financial Freedom
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.