OUR PHILOSOPHY IS BASED ON THE BELIEF THAT –

  • Everyone needs a retirement plan
  • The plan determines the appropriate products
  • Retirees should take only the amount of risk necessary to accomplish financial goals

OUR APPROACH TO FINANCIAL PLANNING UTILIZE A 4-STEP EDUCATIONAL PROCESS TO –

  • Identify your needs, objectives and concerns
  • Help you understand all of your options
  • Implement a tailored plan to solve your problems and reach your goals
  • Schedule periodic reviews of your plan

OUR COMPREHENSIVE FINANCIAL PLANNING SERVICES INCLUDE –

  • Objective portfolio review and asset allocation analysis
  • Optimized cash flow planning
  • Roth conversion calculation
  • Multi-generational IRA
  • In-force (existing) life insurance audit
  • Pension maximization and income replacement analysis

WE UTILIZE THE PORTFORMULAS® INVESTMENT STRATEGY FOR OUR ADVISORY CLIENTS

  • A formulaic trending money management system
  • Utilizes individual stock investments
  • Based on a specific criteria comprised of economic and market indicators

LET US HELP YOU WITH YOUR RETIREMENT PLANNING PROCESS

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.

If you or a loved one is considering retirement, has recently retired, or even are looking to optimize their retirement plan, we urge you to schedule a free evaluation with us today. If you have any questions about our services, please don’t hesitate to contact us.