We greatly value and work best with these types of clients:

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• Lead active lives with a commitment to community service.
• Are established in their careers, nearing retirement, or retired.
• Seek tranquility, enjoyment in life, and are family oriented (no matter how large or small family or extended family relationships are).
• Are optimistic, pragmatic, kind, trustworthy, open-minded, and decisive.

• Are attentive to their finances but prefer to delegate management to focus on other interests.
• Have accumulated investable assets of $750,000 or more across various accounts.
• Value professional advice and are proactive in implementing recommendations (or are willing to be held accountable and responsive to follow-up support from an advisor).

• Desire structured financial, tax, estate, and business planning services to establish clear short-term and long-term objectives.
• Aim to reside in communities that support their lifestyle, increase charitable activities, allocate budgets for travel, and ensure provisions for future medical and assisted living needs.

• Prefer prudent investment strategies over speculative activities.
• Seek efficient tax planning solutions for their portfolios.
• Understand that over the long-term: 

One cannot effectively time the ups and downs of the world's financial markets.

Investors cannot consistently beat returns of the world's financial markets.

Broad investment diversification is important (all eggs are not in one basket).

Controlling, to the best extent possible, only things you can control is the way. What can you control? Our belief is investment costs and taxes, and investor behavior during market ups and downs.

Past performance of investments is not indicative of future results.

• Aspire to live in communities with access to amenities, opportunities for volunteer work, and reasonable living costs that align to their level of wealth.
• Enjoy outdoor activities and plan regular travel, balancing leisure with physical well-being.

By understanding and living these core attributes ourselves, J Robert Bergmann Advisors(TM) can provide personalized financial advisory services that are in unison with our clients' values and aspirations. 

Does this sound like you? If so, let's talk!