Services and Added Value
We serve clients in the following areas:
Investment Planning
- Portfolio Review & Construction
- Asset Allocation
- Withdrawal Strategies
Estate Planning and Charitable Giving Considerations
- Review of Wills
- Review of Power of Attorney
- Review of Trusts
- Estate Tax Planning
- Review of Guardians for Minor Children
- Charitable Giving and Trusts*
Retirement Planning
- Retirement Planning
- Social Security and Medicare Considerations
- Business Planning Considerations
- IRA Contributions and Roth Conversions
- Employer Sponsored Plans and 401k
- Annuities and Pensions
- RMDs and Withdrawal Strategies
Risk Management and Insurance
- Review of Existing Policies
- Life Insurance Needs
- Long Term Care Insurance
- Disability Insurance
- Health & Homeowner’s or Renter’s Insurance Considerations
Cash Flow and Budget
- Income Sources
- Debt Management
- Dollar Cost Averaging
- Mortgage Review Considerations
- Credit Considerations
Income Tax Planning
- Review of Cost Basis
- Review Realized Gains
- Tax Loss Harvesting
- Health Savings and Flexible Spending Account Considerations
Concierge Service:
- Coordination with or identifying other financial professionals such as attorneys and accountants.
- Holding meetings to ensure planning is coordinated and implemented. *
- Maintaining copies of documents such as insurance policies, estate planning, legal documents and tax returns.
*You are under no obligation to use the services of any of the entities referred and may choose any qualified professional to provide tax or legal services. These entities and their services are not affiliated with LPL Financial and Athene Wealth Management, LLC.
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
Jenny Bergeron is a recipient of the 2022, 2021, 2020 and 2019 Five Star Wealth Manager Award. This award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2022 - 2019 Five Star Wealth Managers.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC
