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About Us
We specialize in working with retirees, and those about to retire. We help our clients avoid mistakes that can drain retirement savings. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish a long and trusted relationship with you.
Our Mission
- Treat you with the dignity you deserve, while always earning your trust.
- Help you avoid costly mistakes that can drain your retirement savings.
Our Strategy
- Take the time necessary to get to know you and your needs.
- Make all information easy-to-follow, in plain language you can understand.
- Customize a financial plan to your individual needs.
- Provide you with balanced, secure, investment portfolio.
Biography
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 19 years, he has been providing sound financial advice to retirees and seniors.
Patrick 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. Patrick feels that it is critical that the planning process continues after you retire. For many, it becomes more important than ever.
Outside of his professional life, Patrick spends much of his free time supporting his two sons in their extra-curricular activities. His greatest enjoyment comes from spending quality time with his wife and two children in Door County, Wisconsin. He is an Air Force Veteran and former competitive cyclist with a passion for long-distance cycling.
Office Location
P.A. Berg Retirement Solutions
250 North Sunny Slope Road, Suite 131
Brookfield, WI 53005
Phone: (262) 786-8600
Fax: (262) 436-2700
info@paberg.com
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