WELCOME TO BERGLUND FINANCIAL GROUP
Click image below. Our gift to you. A $20.00 value at bookstores
** Planning for retirement
** Basics of how Social Security works
** The real truth about annuities
** What to look for in life insurance
BERGLUND FINANCIAL will help you create your own flexible pension, with liefetime income you cannot outlive, and without the risk of losing any of it. There is no consultation fee, or separate charge to clients for commissions.
Is your 401K or IRA working for you? Who manages it? Will it be enough?
Rollover your 401K from your old job to your own IRA, without fees, and tax deferred.
We specialize in helping YOU protect your retirement and provide for your loved ones:
- Retirement Solutions without the risk of losing your principal.
- Optional Guaranteed Lifetime Income you cannot outlive.
- State-of-the-art strategies/indexes ... among them Merrill Lynch and Morgan Stanley.
- Tax-free retirement (Index Universal Life Insurance - IUL).
- Term insurance (10, 15, 20 year terms). Low AFFORDABLE rates.
Robert Berglund: Broker Licensed 25 years Life/Annuity & Health Insurance in NJ & PA. We specialize in SAFE Retirement Income & Growth, with guaranteed lifetime income you cannot outlive, and Life Insurance for ‘Tax Free’ Retirement.
Appointed with: American Equity .. Annexus .. Athene Life & Annuity .. Assurity .. Met Life .. Minnesota Life .. Nationwide .. North American Company .. Protective Life .. Reliance Standard
Formerly a Registered Representative at New York Life, Citigroup and Smith Barney, Robert has always followed the Fiduciary Responsibility to clients.
Robert J. Berglund
Not FDIC or SIPC insured. We do not offer tax advice.
SEE BELOW FOR EDUCATIONAL VIDEO’s, CALCULATORS & NEWSLETTERS
Have a Question? Request a Quote? Click here to contact us
(W) http://www.berglundfinancial.com (email) rberg961@aol.com (C) (609) 922-0250
www.linkedin.com/in/bobberglund
Newsletters
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HOT TOPIC: 1040 Postmortem: Making Sense of Your Taxes and Withholding
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Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.