Create an Investment Plan to Achieve Your Goals

In a few minutes you'll have a better understanding of how to create an investment plan to help you accomplish goals.

// CREATE YOUR PLAN

Wealth Management

Empowering you to live your best life

Wealth management is about far more than numbers and spreadsheets. It’s about that feeling you get when your finances are managed in the most effective way possible: confidence.

Your life and goals are unique, and your financial plan should be a reflection. This is why we approach every client interaction with intent. Through our CLEAR process we will truly get to know you and your goals, create the best roadmap to those goals, and then are right there to navigate through the journey, every step of the way.

Start with a 15 Minute Conversation

Explore Our Services

Financial Planning

  • Education planning
  • Retirement Planning
  • Banking and cash management
  • Income strategy
  • Workplace benefits
  • Social security strategy
  • Medicare and health insurance

Investment Planning

  • Personal risk assessment
  • Asset allocation
  • Asset location
  • Concentrated stock positions
  • Stock options and RSU strategy
  • Legacy asset analysis

Risk Management

  • Analysis and policy review
  • Property and casualty insurance
  • Life insurance
  • Disability insurance
  • Long-term care insurance

Estate Planning

  • Wealth transfer
  • Review and coordination of will, trust, powers-of-attorney, healthcare directives
  • Gifting strategies
  • Asset titling
  • Beneficiary designations

Tax Strategies

  • Yearly tax planning
  • Tax bracket management
  • Gain/loss tolerance
  • Tax efficient saving strategies
  • Education planning
  • Charitable gifting strategies
  • Roth conversions
  • RMD planning

Serving as Your Independent Fiduciary Advisor

Why choose our fiduciary approach over a broker? It’s simple, our motivations are purely in your best interest. Our fee-only approach means we do not receive commissions in any form for the advice we give. Our only goal is meeting your goals.

A fiduciary financial advisor is one who always and only acts in the best interests of their clients. Fiduciaries are bound by the Fiduciary Standard, which requires advisors to always put the best interests of clients first.

 

WHAT OTHERS ARE VIEWING

Part 5: Investment Planning Amidst a Recession

Part 5: Investment Planning Amidst a Recession

November 18, 2020 Thomas Pargett, FBS®, CFP®

Part 4: Tax Planning Around Your IRA

November 12, 2020 Thomas Pargett, FBS®, CFP®
SIMPLE IRA Plan 2021 Limits Announced – Time is Now to Notify Employees of the 2021 Employer Contribution

SIMPLE IRA Plan 2021 Limits Announced – Time is Now to Notify Employees of the 2021 Employer Contribution

November 05, 2020 BerganKDV Team

Meet Matt Cosgriff, Wealth Management Solution Leader

Matt leads the wealth management solution team which helps both private clients and businesses to develop financial plans to help individuals accomplish their goals. As the wealth management solution leader, Matt works to ensure the proper mix of products and services are available to deliver on the firm’s mission to create wow client experiences across all markets in the firm.

 

Check this out next

Tax, Audit & Accounting

We’re committed to helping you not only stay in compliance with the law, but also take maximum advantage of every opportunity that comes your way. Our tax, audit and accounting solutions are customized to meet your needs today, and then adjust as you grow.

// EXPLORE TAX, AUDIT & ACCOUNTING

Create an Investment Plan to Achieve Your Goals

In a few minutes you'll have a better understanding of how to create an investment plan to help you accomplish goals.

// CREATE YOUR PLAN