Located in Durham, NC, Integrated Life and Financial Planning is an independent financial services firm founded by Jerry Bergner, AAMS CMFC. Jerry will work with you one-on-one to uncover your most important goals and priorities in life, and then create a financial strategy that supports those life goals.
Jerry has been helping people with their finances using a well-structured and disciplined approach since 1994. His time-tested strategies in investment management adhere to modern portfolio theory. Jerry's clients, brand and culture are different than a typical firm. He supports his clients in being their best and therefore looks forward to the challenges you may bring him.
Jerry has been helping people with their finances using a well-structured and disciplined approach since 1994. His time-tested strategies in investment management adhere to modern portfolio theory. Jerry's clients, brand and culture are different than a typical firm. He supports his clients in being their best and therefore looks forward to the challenges you may bring him.
Services
Jerry Bergner offers financial services that can simplify and focus the path through many important life transitions. To Jerry, that is what financial planning services are all about. Helping clients have the big picture view assists them in having the information they need, so they can make informed decisions that will enhance the quality of their lives.
When planning financial goals, often the first thing people think of are things in the future. For example, if you have children, money for college. For some, perhaps saving for a vacation home or for their retirement. Integrated Life and Financial Planning prefers to think of financial goal planning differently.
What If Planning and modeling is a key part of the financial planning work Jerry engages in with clients. Jerry feels very strongly that "what if planning" is one of the most important aspects of work he offers to his clients. It will allow you to more fully understand the implications of various changes in activities, habits, and spending patterns.
There are many moving parts that come into play in this area. Jerry will work with you to help you to understand what you need to have coming in to live as you would like. How and when can your achieve this in a way that allows you to live as you like now, and later. Jerry doesn't believe in saving it all for the future, nor does he believe in spending it all today.
An investment portfolio review can be as important as an annual physical or even an oil change for your car. But why should you review your investments? Well, the world changes, and if something was a good idea today, it might not be a good idea tomorrow. A periodic review of your assets is important.
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