Patrick Berg has over 30 years experience helping people solve their problems and reach their financial goals. Graduate studies in Clinical Psychology has given him special insight into the needs and concerns of senior citizens. For the past 24 years, he has been providing sound financial and retirement planning advice to new retirees and seniors.
Pat prides himself on providing tailored financial 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.
If you or a loved one are considering retiring soon, or have recently retired, schedule a free evaluation with Pat to discuss your retirement plan and financial future. As a retirement planner and retirement investment specialist, Pat has helped hundreds of people, just like you, to secure their financial future.