Our Services


At The Bergstrom Group, we provide comprehensive financial planning that takes a look at your entire financial picture in order to help you make wise financial decisions. In working with us, you'll receive a high level of service to include:

  • Your portfolio is constructed according to your specific needs, taking into account your investment objectives, time horizon for the assets, cash flow needs and other factors specific to you. By blending our skills in financial advising and portfolio management, we provide customized portfolios designed to work for you.
  • You receive proactive service from our team, who will keep you up-to-date on your portfolio.
  • You have the opportunity to meet the actual people making investment decisions, either through in-person events or client conference calls.
  • Your portfolio is managed by our team with over 90 years combined industry experience.
  • You get a disciplined approach to your investment strategy that goes beyond just stock picking.
  • You won't be limited to a single style of investing (like “growth” or “value”) as we can shift our strategy based on our forward-looking analysis of market conditions.
  • You'll have competitive, transparent fees that align your interests with ours.

Our Commitments

Our first commitment is to be there for you when you need us most. We'll answer every call unless our office is closed and we'll respond to your questions in a timely manner. Although this may sound commonplace, we know all too well that it's not - which is why we take great pride in following through on this commitment.

Our second commitment is we'll clearly define our process and explain our recommendations in a way that we all can understand. We'll customize your financial plan in plain English so you full understand the strategies we're recommending and why they relate to your personal situation.


Investment and Retirement Products and Plans 
The Bergstrom Group will work with you to deliver the financial services you need, from choosing a specific investment product to developing a comprehensive financial plan. Our clients include employees, business owners, executives, retirees, corporations and other organizations with the potential to benefit from our depth and range of experience, as well as the freedom to choose from widely available, nonproprietary products. Our independent status allows us to offer you a wide range of competitive products for your particular needs.

INVESTMENTS*

Mutual Funds, Exchange Traded Funds (ETFs), and Closed End Funds
Certificates of Deposit
Stocks and Bonds
Variable and Fixed Annuities
Real Estate Investment Trusts (REITs)
Limited Partnerships

INSURANCE

Disability Insurance
Fixed, Variable, and Term Life Insurance
Health Insurance
Long-Term Health Care Insurance
Buy-Sell Policies including Overhead Expense Protection
Employee Benefits

RETIREMENT PLANS

401(k), 403(b), 457, and Profit Sharing Plans
Individual Retirement Accounts 
(IRAs) and Roths
Simplified Employee Pension Plans (SEPs), and SIMPLE Retirement Plans
Non-Qualified Deferred Compensation Plans

PLANNING SERVICES

Personal Financial Planning including Tax and Investment Management, Education and Estate Planning, and Asset Preservation
Employee Worksite Financial Education Seminars
Business Planning including Cash Flow, Debt Restructuring, Valuation and Risk Management

INVESTMENT PRODUCTS: NOT FEDERALLY INSURED • NO FINANCIAL INSTITUTION GUARANTEE • MAY LOSE VALUE

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

*Securities offered through Royal Alliance Associates, Inc.  Member FINRA and SIPC.