Get your Financial Plan up to Par
Less green in your accounts means less time on the green. Work with a financial professional with countless hours of experience and patented process that turns assets into income.
Get access to the same Money Managers as these companies
Our Patented Process
Step 1: Vision
Together, we paint a picture of your ideal retirement and set specifically tailored goals that best fit you and your situation.
What kind of lifestyle do you want in retirement? What tools do you need to reach your ideal retirement?
Step 2: Interpretation
We help you uncover obstacles that could prevent you from ultimately having the retirement you dreamed of.
Are you currently using the right tools; are those tools working the way you envisioned they would? Are you faced with too many fees, risk or volatility? What safety nets do you have in place in case of critical illness or loss of income from a spouse?
Step 3: Creation
Setting these goals and learning about your ideal retirement lifestyle has brought us to the creation of your Authentic Retirement™ Plan. This custom and comprehensive plan closes the gaps in which we previously, identified and begin to pave a way for your ideal retirement?
Meet the Professionals
Don Bergis
Founding Partner/Advisor
For more than 15 years, Don has worked in the financial industry preserving the wealth clients have accumulated while growing it responsibly. Before Don embarked into the financial realm, he had a career as a director of sales and marketing in the tech industry.
Jared Elson
Managing Partner/Advisor
Coming to financial services from a career in tech, including nearly a decade with various roles at Yahoo!, Jared understands what it takes to achieve results in Today's demanding and ever-changin times.
Brie Mason
Cheif Operating Officer/Advisor
Brie works closely with clients while overseeing the company's operations and developmental growth.
Brie mostly recently implemented a female-centric sister company to our firm called "Woman's Worth". More details on that to come!
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