The Team

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Richard Bergstrom

Richard Bergstrom

Financial Advisor

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Designations

CRPC®, CLTC®

Top Areas of Focus

  • Investments
  • Insurance
  • Saving for Education

Education

Associate in Arts, Tallahassee Community College, 1997, Bachelor of Science in Accounting and Finance, Florida State University, 2000, Bachelor of Science in Real Estate, Florida State University, 2004
CA Insurance #0I34123

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Our Staff

Carley Call

Administrative Assistant