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BERGERON FINANCIAL

271 Old Walpole Rd.
Keene, NH 03431

Phone:

603-313-5857

E-mail:

nataliya@bergeronfinancial.com

Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

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Calculators

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Videos

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FINANCIAL GUIDANCE FOR WOMEN IN TRANSITION

Smiling woman with shoulder-length blonde hair in a blazer.

My name is Nataliya V. Bergeron, CFP® and I'm a CERTIFIED FINANCIAL PLANNER™.

I'm here to help you plan your Amazing Life!

My goal is to GUIDE, EDUCATE and EMPOWER you with tools and information that you need to become a savvy decision-maker when it comes to your finances. You want to feel safe, secure and prepared for whatever comes down the road.

"I work with "women in transition" in helping them to explore what's IMPORTANT TO YOU and the people you care about. This includes your financial goals, values, motivations, dreams, obstacles, aspirations, your life changes like marriage, divorce, having a baby, loosing the loved one, approaching retirement, etc."

Together we'll create a plan that supports all of it.

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Because I truly care!

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For help with your financial questions, or for more information on Bergeron Financial, please contact us today.   

Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck