Welcome to Alderfer Bergen

We begin client relationships with a discovery meeting. This is where you tell us your dreams and paint a word picture of what you envision your life and future to be like.

For some, success is money saved or a big house on the hill. For others, it's retiring early, putting the kids through college or simply having ample time to spend with your family and friends. However you define success, we at Alderfer Bergen & Company can help equip you with the financial resources you need to work toward your goals. After discovering your goals we will develop a realistic customized plan that will help you pursue your financial dreams.

Basing your estimate on average life expectancy for your age and sex may be unwise, particularly if you are healthy. Be sure to take into account your risk of living longer than a life expectancy table would indicate. As a rule of thumb, plan on your retirement portfolio needing to generate income for 30 years.

Here at Alderfer Bergen & Company keeping you informed is one of our top priorities. We do this through a variety of ways. Some of these ways include annual account reviews, phone calls, various client events, Smart Money Management Radio, and our monthly newsletter. The newsletter was created for you to keep you informed as well as entertained. If you have any article suggestions, please feel free to call or e-mail us anytime. - We're here for you.