In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Richard Bergstrom

Richard Bergstrom

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Richard Bergstrom's website

Team

Stephanie McDevitt

Administrative Assistant