John Bergland (AIF®, CFP®, M.Div.)

John Bergland focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules

Planning Specialties

We provide Fee-Only, Fiduciary, comprehensive financial planning as an integral part of your Total Wealth Management. Our mission is helping you fund your dreams and live your Ideal Life. Partnering with you as your personal Chief Financial Officer in a fiduciary capacity, we empower you, and a finite group of Ideal Clients, to live your Ideal Life. As your partner and advocate, we serve as your guide and educator having only your personal, unique, best interests at heart.

Additional Information

We have been partnering with individuals like you as their CFO, in a Fee-Only, fiduciary, capacity for over 22 years. Feel free to contact me at 601-956-5181 if you would like to discuss your goals, objectives, and dreams for the future.

NAPFA Start Date

September 27, 2002

Submit
Submit

This Office

213 Draperton Drive, Ste B Ridgeland, MS 39157 Phone: (601) 956-5181 Fax: (601) 956-5374