Life Milestones that Require Professional Investment Advice

A managing partner of Bergen Financial Group, Darcy Bergen is skilled in explaining highly technical investment and wealth planning strategies to his clients. Advising clients on everything from IRA/Roth conversions to establishing a trust, Darcy Bergen is currently accepting new clients who have a minimum of $500,000 in investment assets.

Other than retirement and end-of-life, there are many other reasons as to why you may need the assistance of an experienced financial investment adviser. For instance, welcoming a new baby into your family is a perfect time for you to review your life insurance benefits and to start a college savings fund. Another time you should consider consulting with an investment professional is when you are about to get married, and are looking to combine assets or to keep them separate through a prenuptial agreement. 

Of course, if you inherit money, you should seek investment advice from a wealth management professional, so that you can better understand the tax ramifications and how to manage this new wealth. Additionally, people who are buying or selling a business can benefit from professional advice on financing their business and protecting their assets.

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