Cell (609) 922-0250

Welcome to
Berglund Financial

Robert Berglund is an Insurance Broker licensed 25+ years for Life/Annuity & Health Insurance in NJ, PA, CA and MT.  We specialize in Retirement Income Planning with solutions that focus on safety of principal and growth, while participating in market gains and avoiding market losses. 

Life Insurance is offered to protect the family, but also to achieve "tax-free" retirement income.  LET US SHOW YOU HOW.  No consultation fee.  No obligation. (609) 922-0250.

Is your 401k, 403b or IRA working for you?        Will it be enough?     Is it safe?  We can rollover or transfer your 401k or 403b from your old job or IRA to create "your own pension". 
 Robert represents ten different life insurance companies, so he can present  customized Retirement Solutions for your situation, and Optional Guaranteed Lifetime Income you cannot outlive. 

INSURANCE COMPANIES APPOINTED:
American Equity..Annexus.. Athene Life & Annuity..Legacy/Integrity..Met Life..Minnesota Life..Nationwide..North American Company..Protective Life..Reliance Standard..Simplicity Life

SERVICES PROVIDED
Retirement Income Planning
Rollover/Transfer 401k, 403b, IRA to Fixed Index Annuities, NOT variable.

Guaranteed Lifetime Income
Optional Riders

Fixed Index Annuities
State-of-art strategies
Merrill lynch, Morgan Stanley, Bank of America

Tax-Free Retirement through life insurance

Term Life Insurance
10, 15, 20 year terms 

Berglund Financial does NOT offer Tax Advice, nor do we give investment advice.  Guarantees made solely by individual insurance companies.