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Our Process |
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Evaluate Model for New Goals and/ or Priority Changes |
Establish and Define Client-Planner Relationship |
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Moniter Progress |
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Define & Prioritize Major Life Goals |
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Implement Customized Allocation Model |
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Create Customized Asset Allocation Model |
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Scroll down further to learn more... |
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Traditional Financial Services |
The Alderfer Bergen & Company Difference |
How This Benefits You
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| Complicated questionaires asking for meaningless details | Focus on what is important
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Easier
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| Goals comprimised to maximize investment amount | Identify aspirations
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Achieve goals otherwise ignored
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| Identify maximum risk tolerance... Positionyou to experience it! | Evaluate whether risk is necessary
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Avoid unnecessary risk
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| Solutions based on sacrifice (additional savings) | Solustions based in YOUR priorities
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Avoid unnecessary lifestyle sacrifice
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| Monitor performance (what happened) | Monitor PROGRESS (will I meet my goals) |
Identify problems and opportunities in advance
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| Update annually at best | Update on demand |
More choices and better decisions |
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| Confidence completely unknown | Confidence calculated monitored and kept in balance |
Comfort that goals can be achieved |
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| 1.888.942.6100 | Securities, Financial Planning, and Advisory Services Offered |
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| 2007 ALDERFER BERGEN & Company | Through LPL Financial FINRA/ SIPC
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The LPL registered representatives of Alderfer Bergen & Co. may only discuss securities or transact business with persons who are residents of |
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AL, CA, CO, FL, GA, IA, IL, IN, KS, KY, MD, MI, OH, SC, TX, VA, WA or WI
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