You may not know what you want in a financial advisor, but you do know managing your financial goals feels "too big" to do on your own. I was there once, too, as an individual investor and I knew I wanted more investing strategies and a plan. It's never a bad time to speak with your financial professional about changes in your situation.
Retiring early sounds like a dream come true, but it's important to take a look at the cold, hard facts. As an independent advisor and a fiduciary*, I am not mandated to sell products or meet monthly revenue goals. My focus is solely on keeping your interests in mind. While my work with you involves money, it's not the money that brings you here.
Retiring early sounds like a dream come true, but it's important to take a look at the cold, hard facts. As an independent advisor and a fiduciary*, I am not mandated to sell products or meet monthly revenue goals. My focus is solely on keeping your interests in mind. While my work with you involves money, it's not the money that brings you here.
Services
Many people ask what does Athene mean? Athene is the masculine version of Athena, who among other things is the Goddess of wisdom and courage. This resonated with me as I thought about what I try to instill in my clients. I want my clients to have the courage to know that they can do this, they can pursue their financial goals.
To always listen to what our clients want, to help them understand what they need and to be thoughtful in our approach with a keen focus on tax strategic investing. To never waiver from the premise that strong fundamentals of asset allocation in properly diversified portfolios is the cornerstone of long-term, serious investing.
To help clients reach their financial goals with a focus on asset allocation, analysis and planning that meets each client's unique situation. Our strategies will strive to minimize risk and make the process as easy as possible for the client so he or she can get to the business of living their life.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
We drill down to understand your current financial situation including but not limited to income, liabilities, assets, asset protection through insurance and wealth transfer considerations including wills and trusts. We will partner with and help you build a financial team including estate attorneys and tax professionals.*.
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Gary Bergeron
Feb 01, 2022
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