ABO ALDERFER BERGEN & Co. RETIREMENT PLANNING 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. Whether your financial affairs are relatively simple or very complex, working with a professional financial advisor can help you pursue financial independence. Our Planning Services FINANCIAL PLANNING RETIREMENT PLANNING ESTATE PLANNING INVESTMENT MANAGEMENT TAX PLANNING PRIVATE CLIENT SERVICES EDUCATION SAVINGS INSURANCE Alan Alderfer, CFP Certified Financial Planner Practitioner Michael Bergen, CIMA Chief Investment Strategist Jason Gergely, CFP CRPC Wealth Advisor William (Will) Day, CFP, ChFC Wealth Advisor ENITIES INTEGRITY -VALUES- NT FOCUS TRANSPARENCY alderferbergen.com 574-267-6766 122 W. Market Street, Warsaw, IN 46580 Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. nomination Portfolio performance is not a crion due to varying client objectives and lack of audied d caria, including ass Nether Forbes nor SHOOK Ranch receives a fee in change for rankings ABO ALDERFER BERGEN & Co. RETIREMENT PLANNING 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 . Whether your financial affairs are relatively simple or very complex , working with a professional financial advisor can help you pursue financial independence . Our Planning Services FINANCIAL PLANNING RETIREMENT PLANNING ESTATE PLANNING INVESTMENT MANAGEMENT TAX PLANNING PRIVATE CLIENT SERVICES EDUCATION SAVINGS INSURANCE Alan Alderfer , CFP Certified Financial Planner Practitioner Michael Bergen , CIMA Chief Investment Strategist Jason Gergely , CFP CRPC Wealth Advisor William ( Will ) Day , CFP , ChFC Wealth Advisor ENITIES INTEGRITY -VALUES- NT FOCUS TRANSPARENCY alderferbergen.com 574-267-6766 122 W. Market Street , Warsaw , IN 46580 Securities and advisory services offered through LPL Financial , a Registered Investment Advisor , Member FINRA / SIPC . nomination Portfolio performance is not a crion due to varying client objectives and lack of audied d caria , including ass Nether Forbes nor SHOOK Ranch receives a fee in change for rankings