Taxes

• Tax Planning
• Charitable Giving
  There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the Read More
• Capital Gains Taxes
  The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could Read More Subscribe to Estate Planning

Investment

• Investment Management
• Wealth Management

Planning

• Financial Planning
  Bergstrom Financial is an independent firm helping business owners and individual investors reach their financial goals since 1998. We listen to our clients needs and provide comprehensive financial planning, investment advice, and estate planning. We work closely with our clients to provide tailored solutions to meet their needs, As an independent firm, we value integrity and the opportunity to offer you truly objective advice. As an independent advisor affiliated with one of the top independent broker/dealers, we have a wealth of resources to serve you (about Cambridge Investment Research ). Please contact us for introductory meeting. If you would like to receive my monthly newsletter, please click here.
• Retirement Planning
  Retirement can be deeply rewarding — and maybe even a little bit better — when we look out for the landmines and we know how to avoid them. Whether you’re just getting started with retirement planning or it’s time to revisit the numbers, the truth is that it’s complicated and we don’t have to do it alone.
• Annuities
  The less you need to rely on Social Security, the richer you may be in retirement. Generally, wealthier retirees have multiple income streams in retirement, with Social Security as just one source of money that’s supplemented by 401(k)s, pensions, annuities, and/or other income.
• Long Term Care
  Understanding the various insurance policies and finding the most suitable policy for our clients is one of the most important services we provide. Adequate insurance for death and protecting against the cost of long-term care is essential. Whether your needs are for individual, family coverage or for group-business coverage, we explain your choices and help you personalize a plan that fits your situation.
• Asset Management
  This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets. This material was developed and produced by Advisor Websites to provide information on a topic that may be of interest. Copyright 2024 Advisor Websites.