WELCOME TO BERGLUND FINANCIAL

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BERGLUND FINANCIAL specializes in SAFE Retirement Income and Growth, without the risk of losing any of it, while participating in market gains and avoiding market losses.  There is no consultation fee.  Is your 401k, 403b or IRA working for you?  Will it be enough?  Is it safe?  We can rollover or transfer your 401k, 403b from your old job to your own IRA, or exchange your existing IRA to a new one.  We represent 10 different insurance companies, so we can present a customized solution for your situation, which would include a ONE-PAGE summary of your current finances, a snapshot of your financial future and a life insurance analysis:

  1. Retirement Solutions without the risk of losing your principal or interest earned.
  2. Optional Guaranteed Lifetime Income you cannot outlive.
  3. State-of-the-art strategies/indexes .. Merrill Lynch, Morgan Stanley, Bank of America
  4. Tax-free retirement (Index Universal Life Insurance - IUL).
  5. Term insurance (10, 15, 20 year terms).  Low AFFORDABLE rates.

Robert Berglund:  Broker Licensed 25+ years Life/Annuity & Health Insurance in NJ & PA.  Formerly a Registered Representative at New York Life, Citigroup and Smith Barney, Robert has always followed the Fiduciary Responsibility to clients.  

Appointed with: American Equity .. Annexus .. Athene Life & Annuity .. Assurity .. Met Life .. Minnesota Life .. Nationwide .. North American Company .. Protective Life .. Reliance Standard

 

 

 

 

Robert J. Berglund

Not FDIC or SIPC insured.  We do not offer tax advice.

SEE BELOW FOR EDUCATIONAL VIDEO's, CALCULATORS & NEWSLETTERS

(Website) http://www.berglundfinancial.com

(email)  rberg961@aol.com (C) (609) 922-0250

LegalShield/IDShield

Providing affordable legal advice and identity theft protection

Robert Berglund

Independent Senior Director Associate

A Senior Director Associate, Robert is certified for Small Business and Employee Benefits. Services offered are for individuals, families entrepreneurs AND Small Business.

We all need legal advice sooner or later.  Instead of paying a lawyer an expensive hourly fee ($300-$500/hour), LegalShield members pay a small monthly fee and get access to experienced attorneys IN YOUR STATE that can help you with any legal issue.  Membership includes:

   1. Unlimited consultation

   2. Document/contract review

   3. Letters written on your behalf

   4. Consumer issues 

   5. Representation for traffic issues:

       Speeding tickets, crashes, bills

       Drivers' license, repair shops

             ... and so much more

Membership includes preparation of a

Will, Health Care Directive and Power of Attorney.

(Website)  Go to: rjberglund.wearelegalshield.com