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BERGERON FINANCIAL

271 Old Walpole Rd.
Keene, NH 03431

Phone:

603-313-5857

E-mail:

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

You can review interesting calculators on my site.

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Videos

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FINANCIAL GUIDANCE FOR WOMEN IN TRANSITION

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.

Because I truly care!

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

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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Grocery Games: Strategies to Help Stretch Your Food Budget

Provides tips for managing rising food prices through smart shopping.

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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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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Disability Income Insurance

How much Disability Income Insurance do you need?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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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