: Robert P. "Bob" Bergman is an estate planning attorney and counselor who specializes in the preparation of foundational estate planning, including the use of custom-drafted wills supplemental needs trusts for special needs persons, and the Retirement Plan Trust (designed to provide asset protection

well-respected firm specializing in estate planning, retirement planning and tax controversies. Our estate planning services will enable you to to have planned well. If you have minor children you probably want to name the person or persons to

a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well

a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well

a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well

a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well

a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well

a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well

fulfill your financial needs. We strive to deliver personalized service and to maintain continual communication. Our Financial Consultant, Financial Planning, Tax Preparation, Investment Service, Business Management Consultant, Retirement Planning, Income Protection, Insurance Planning, Estate Planning, and Business

-Reduction Planning (personal and business) 4. SEP IRA/SIMPLE IRA/Roth IRA/Pension plans/Tax-Free Retirement Plan 5. Personal Pension Plans/Guaranteed lifetime income 6. Estate Planning & Legacy Preservation (personal and business

a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well

tax liability, we are here to customize a plan that fits your needs. Our business name taxes, Social Security, and Medicare. Personal Finance: We specialize in devising a plan to help you reach your personal financial goals in the areas of savings, debt, credit management, and retirement planning

account all of your retirement income components -- Social Security benefits, company pension plans, and retirement savings -- and creating a specialize in Social Security maximization, personal pension planning, tax-free retirement account development, survivor pension planning, and wealth transfer of

the launch of their business through exit planning, working with them to materialize cash employees and are highly skilled in tax planning and preparation. We also provide accounting and preparation, payroll services, sales tax, personal property tax, and retirement plan establishment and maintenance. Moreover, our

our firm, we understand the importance of personal service and trust when it comes individual, family and business financial planning to investment management, retirement planning, and more. Whether you’re owner, our experienced professionals will create a personalized plan to help you reach your financial

management services. We have personalized financial advisors who are prepared to help with retirement planning, as well as provide

outstanding customer service and support. Our financial planning strategy workshops are tailored to meet retirement planning and college savings. We will work closely with you to ensure that you receive personalized services so that you can make informed decisions concerning your finances and plan

helping their clients achieve financial success through personalized financial advising, retirement planning, and expert investment research. They also offer

services include retirement planning, college savings with 529 plans, and term life insurance. We offer our assistance in person, via each family so that we can design a plan that is tailored to their individual requirements. We

becoming debt free, maximizing net worth, developing retirement plans, minimizing expenses, and implementing tax minimization strategiesof experience in the field of financial planning and pride ourselves on providing quality needs are different and strive to provide personalized advice that meets each individual's