Retirement Solutions You Can Count On.

Ensure you have clear skys during your retirement.

SHILLERS BARCLAYS CAPE™ Index may just be the right solution for you.

Read More




A successful financial future requires the correct retirement solutions.

You’ve worked hard your entire life. And you deserve the retirement you’ve always dreamed of. No matter what your plans are for the future, creating a custom plan to ensure that your assets provide for you and your family the way you want means partnering with a team of experienced wealth-building professionals with the ability to bring your dreams to reality.

P.A. Berg Retirement Solutions was founded with the idea of using a simple approach to make our clients’ assets sound. We listen to our clients to make sure that we understand their needs and objectives, and then we develop a plan to achieve their goals.

Too many retirees do not have a personalized financial plan. Instead, they simply buy an investment product. A properly prepared plan, however, will accurately clarify what investment vehicles are appropriate to help our clients reach their destination.

We invite you to explore how P.A. Berg Retirement Solutions can work for you. Let us educate you about financial alternatives and assist you with implementing the appropriate solutions. Making the wrong decisions can keep you awake at night. We can put your mind at ease with a secure retirement plan that is tailored to your needs.

Stay Informed.

Subscribe to receive notifications and newsletters from P.A. Berg Financial Solutions.

  • This field is for validation purposes and should be left unchanged.

Why choose P.A. Berg Retirement Solutions

Patrick Berg has over 30 years experience helping people solve their problems and reach their goals. Graduate studies in Clinical Psychology have given him special insight into the needs and concerns of senior citizens. For the past 24 years, he has been providing sound financial advice to retirees and seniors.

Pat prides himself on providing tailored plans to his retired clients, as opposed to simply utilizing “off-the-rack” products. In addition, he realizes it is crucial that his clients have a full understanding of the entire process and why he’s making specific recommendations for them. Pat believes that it is important to continue the planning process after you retire. For many, it becomes more important than ever.

Request your free portfolio evaluation

Free Evaluation