At Integrated Life and Financial Planning, our mission is to help individuals create a more satisfying life by providing a disciplined approach to financial planning. Founded by Jerry Bergner, AAMS CMFC, our independent financial services firm is dedicated to helping you achieve the life you envision.
Jerry Bergner's Philosophy
Jerry believes that financial planning should be a tool to support your life goals, rather than the other way around. He takes the time to understand your priorities and values, and uses a structured and disciplined approach to create a financial strategy that aligns with your goals. Jerry's approach is built on modern portfolio theory and has been refined over his 25-year career in financial planning.
Our Services
We offer a range of financial services designed to help you achieve your goals. Our services include:
- Financial Goal Planning: We work with you to identify your most important goals and priorities, and then create a financial strategy to support them.
- Retirement Planning: Our expertise helps you create a sustainable income stream in retirement and achieve your long-term financial goals.
- Investment Portfolio Review: We review and adjust your investment portfolio to ensure it remains aligned with your goals and risk tolerance.
- Cash Flow Plan: Our cash flow plan helps you manage your income and expenses to achieve financial stability and freedom.
- Asset Allocation Planning: We help you allocate your assets to achieve your goals and risk tolerance.
- Save for Your Child's Education: Our expertise helps you plan for your child's education expenses and achieve your goals.
- Insurance Planning: We help you design an insurance plan that protects your assets and financial security.
- Estate Planning: Our expertise helps you create an estate plan that transfers your wealth to your loved ones and minimizes taxes and fees.
Why Choose Us?
At Integrated Life and Financial Planning, we are dedicated to providing personalized service and tailored solutions to meet your unique needs. Jerry's background in construction and carpentry has given him a unique perspective on the importance of planning and preparation. His 25-year career in financial planning has refined his expertise in creating customized financial strategies that align with your goals.
Scheduling a Meeting
To learn more or see if our approach might be a good fit for you, please contact Jerry for a complimentary initial consultation. Schedule a meeting with us and we'll send you a confirmation email immediately. If you don't receive a confirmation email, the appointment did not register properly. There is no cost or obligation for the initial call.

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