Patrick Berg has over 30 years experience helping people solve their problems and reach their goals. Graduate studies in Clinical Psychology have given him special insight into the needs and concerns of senior citizens. For the past 24 years, he has been providing sound financial advice to retirees and seniors.
Pat prides himself on providing tailored plans to his retired clients, as opposed to simply utilizing "off-the-rack" products. In addition, he realizes it is crucial that his clients have a full understanding of the entire process and why he's making specific recommendations for them. Pat believes that it is important to continue the planning process after you retire.
Pat prides himself on providing tailored plans to his retired clients, as opposed to simply utilizing "off-the-rack" products. In addition, he realizes it is crucial that his clients have a full understanding of the entire process and why he's making specific recommendations for them. Pat believes that it is important to continue the planning process after you retire.
Services
Here at P.A. Berg Retirement Solutions, we understand that the intricacies of retirement investing and planning for your future can be incredibly overwhelming. Because of that, we happily offer our financial advising and retirement planning services to those who wish to secure their financial future.
Retirement is expensive! Step one of planning for retirement is to save as much as you can as early as you can. When you stop working, you want to maintain your standard of living. To do that you will need at least 60% of your pre-retirement income. Find out if your employer offers a 401(k) plan, it will be one of the best methods of saving for retirement.
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