At Alderfer Bergen & Company, we take the time to get to know you. We care about you. We want to see your dreams become reality. With custom designed comprehensive financial portfolios, we empower our clients to live the life they desire and deserve. EXCELLENCE Whether your financial affairs are relatively simple or very complex, working with a professional financial advisor can help pursue financial independence. Our Planning Services EMPATHY INT INTEGRITY -CORE- AB Alben 1. VALUES FINANCIAL PLANNING TAX PLANNING William (Will) F. Day, CFP®, ChFC Wealth Advisor CLIENT FOCUS & CO ALDERFER BERGEN & Co. RETIREMENT PLANNING RANSPARENCY alderferbergen.com 574-267-6766 RETIREMENT PLANNING PRIVATE CLIENT SERVICES Michael S. Bergen, CIMA Chief Investment Strategist ESTATE INVESTMENT PLANNING MANAGEMENT EDUCATION SAVINGS INSURANCE Jason T. Gergely, CFP®, CRPC Wealth Advisor Alan S. Alderfer, CFP® Certified Financial Planner Practitioner Baby BEST-IN-STATE WEALTH ADVISORS 122 W. Market Street, Warsaw, IN 46580 Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. *The Forbes Best-in-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations and quantitative criteria, including: assets under management and revenue generated for their firms Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Nelther Forbes nor SHOOK Research receives a fee in exchange for rankings. At Alderfer Bergen & Company , we take the time to get to know you . We care about you . We want to see your dreams become reality . With custom designed comprehensive financial portfolios , we empower our clients to live the life they desire and deserve . EXCELLENCE Whether your financial affairs are relatively simple or very complex , working with a professional financial advisor can help pursue financial independence . Our Planning Services EMPATHY INT INTEGRITY -CORE AB Alben 1 . VALUES FINANCIAL PLANNING TAX PLANNING William ( Will ) F. Day , CFP® , ChFC Wealth Advisor CLIENT FOCUS & CO ALDERFER BERGEN & Co. RETIREMENT PLANNING RANSPARENCY alderferbergen.com 574-267-6766 RETIREMENT PLANNING PRIVATE CLIENT SERVICES Michael S. Bergen , CIMA Chief Investment Strategist ESTATE INVESTMENT PLANNING MANAGEMENT EDUCATION SAVINGS INSURANCE Jason T. Gergely , CFP® , CRPC Wealth Advisor Alan S. Alderfer , CFP® Certified Financial Planner Practitioner Baby BEST - IN - STATE WEALTH ADVISORS 122 W. Market Street , Warsaw , IN 46580 Securities and advisory services offered through LPL Financial , a Registered Investment Advisor , Member FINRA / SIPC . * The Forbes Best - in - State Wealth Advisor ranking , developed by SHOOK Research , is based on in - person and telephone due diligence meetings and a ranking algorithm that includes : client retention , industry experience , review of compliance records , firm nominations and quantitative criteria , including : assets under management and revenue generated for their firms Portfolio performance is not a criterion due to varying client objectives and lack of audited data . Nelther Forbes nor SHOOK Research receives a fee in exchange for rankings .