Sunday Mornings at 7:00 AM
Radio show hosts, speakers and retirement income planning professionals Don B. Bergis and Jared M. Elson are the founding and executive team at Regent Wealth Management. For more than 10 years, they have helped provide hundreds of clients with retirement income plans to create more comfortable retirement lifestyles.
Don and Jared truly love helping people manage and preserve the most important time of their lives: the golden years and those years immediately prior to retirement. They believe in working hard so clients are able to take pleasure in the years ahead and aim to help clients do so with greater financial confidence.
Don and Jared are featured co-authors of the book, “Victory,” in which they they’ve written about the “The Seven Things Depleting Your Retirement Nest Egg.” They have also shared their story and investing strategies on ABC, NBC, CBS and FOX affiliates as well as in “Inc. Magazine” and on the “Retirement Symphony” radio show. Their firm is a member of the National Ethics Bureau and the Better Business Bureau as well as several other industry and local organizations.
Together, Don and Jared feel strongly that people are looking for more than just a financial professional; they’re looking for someone they can connect with personally and to help them make more informed financial decisions. Don and Jared believe their clients deserve the highest level of service including honest and reliable information.
To schedule a time to discuss your retirement future, contact us at 877-457-4567.
By contacting us you may be offered insurance and/or investment products for sale.
Jared M. Elson and Donald B. Bergis are Investment Advisor Representatives. Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser. Insurance products offered through Regent Financial & Insurance Services, LLC.