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:

  1. Retirement Solutions without the risk of losing your principal. 
  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.


Have a Question?  Request a Quote? Click here to contact us

(W) http://www.berglundfinancial.com (email)  rberg961@aol.com (C) (609) 922-0250