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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
To help retirees build, protect and preserve their assets.
Our Strategy
To increase cash flow and net worth while minimizing taxes for our clients.
Benefits to our Clients
- Perspective
- Performance
- Personal service
The Planning Process
- Identify client needs and goals
- Assist in "The Plan" design
- Implement an action plan
- Monitor and revise "The Plan" as needed
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 22 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. For many, it becomes more important than ever.
Outside of his professional life, Pat spends much of his free time supporting his two sons in their extra-curricular activities. He is an Air Force Veteran and former competitive cyclist, with a passion for long-distance cycling and kayaking.
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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