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.  For 25+ years we have specialized in Retirement Income Planning, especially with Baby Boomers. There is no consultation fee, or separate charge to clients for commissions.

Is your 401k, 403b or IRA working for you?  Will it be enough? Is it safe?

We help our clients take control of their retirement.  Rollover/transfer your 401k, 403b from your old job to your own IRA.

We specialize in helping YOU protect your retirement and provide for your loved ones:

  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 ... among them Merrill Lynch and Morgan Stanley.
  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. 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.


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

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