Financial advisor Darcy Bergen takes pride in helping people across the United States prepare financially for their retirement. The president of Bergen Financial Group, Darcy Bergen provides essential financial advice to people who have achieved milestones in their lives.
Here are three milestones that warrant a meeting with a financial advisor:
- When you get married. When you and your partner tie the knot, you bring your finances together. See a financial advisor to develop a comprehensive financial plan that factors in all your goals. The plan should include a long-term investment strategy to make sure you're taken care of in your retirement.
- When you have a child. When a baby comes, you should create a plan for that new family member. Talk to a financial advisor about how you can invest to secure his or her future, especially with regard to a college education. Also seek advice on the right insurance products for your child.
- When you start working or start a new business. When you start your first job, talk to an advisor to figure out how best to pay off any student debt and also how to harness the power of long-term investing. Similarly, if you start a business, you should have a conversation with a financial advisor about a retirement plan, an exit strategy, and a succession plan.