Integrated Life and Financial Planning LLC
819 Huntsman Drive, Durham, NC 27713
About the Business
Integrated Life and Financial Planning LLC is an independent financial services firm located at 819 Huntsman Drive in Durham, North Carolina. Founded by Jerry Bergner, AAMS CMFC, the institution takes a unique approach to financial planning. Instead of shaping your life to meet your financial realities, Jerry works with you one-on-one to uncover your most important goals and priorities in life. He then creates a financial strategy that supports those life goals, helping you achieve a more satisfying life.
With over 25 years of experience in the financial industry, Jerry has been helping clients with their finances using a well-structured and disciplined approach. His investment management strategies adhere to modern portfolio theory, ensuring a solid foundation for your financial future. Unlike other financial advisors, Jerry believes in keeping excitement out of your finances and instead focuses on structured planning to help you reach your life goals.
Jerry's clients, brand, and culture are different from a typical financial firm. He supports his clients in being their best selves and looks forward to the challenges they may bring. To schedule a consultation with Integrated Life and Financial Planning LLC, simply click through to the end of the registration process to receive a confirmation email. There is no cost or obligation for the initial call, so take the first step towards achieving your life goals today.
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