WHAT IS FINANCIAL SECURITY?
PEACE OF MIND
COMFORTABLE LIFESTYLE
72% SAY IT BOOSTS WELL-BEING
OUR COMMITMENT TO YOU
Insightful. Responsive. Empowering.
At Bergeron Financial Solutions, we believe financial advice should be accessible, and should feel personal, realistic and achievable.
As independent brokers, we provide a broad range of products and carrier options, which means you get personalized financial solutions, and plans built around your life, no matter where you’re starting from. Whether you're planning for tomorrow or navigating unexpected challenges, we’re dedicated to helping you move forward with clarity, confidence, and peace of mind.
Because your future deserves solutions that are flexible and adaptable at every stage of life.
THE HARD TRUTH ABOUT FINANCIAL SECURITY
Most people carry the quiet fear of not having enough. Enough to live comfortably today, enough to secure tomorrow, or enough to protect their loved ones if life takes a sudden turn.
HOW WE HELP
ESSENTIALS FOR FINANCIAL SECURITY
Life is unpredictable but your finances don’t have to be. We help you prepare for life’s unexpected events with smart, personalized solutions that safeguard your income, your home, your business, and your loved ones.
This includes:
Life Insurance
Disability Insurance
Critical Illness Insurance
Health, Drug & Dental Coverage
Estate & Retirement Income Planning
ENHANCE LIFESTYLE & BUILD WEALTH
We help you take control of your investments with a personalized plan that supports your lifestyle, now and in the future. From growing your wealth to protecting it, managing your money should feel simpler, smarter, and more effective.
We'll help you answer questions like:
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Am I saving enough to retire comfortably?
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How much can I spend each year without running out?
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How long will my savings actually last?
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Can I adjust my plan if something unexpected happens?
WHY PEOPLE CHOOSE US
Choosing a financial advisor is about more than just credentials, it’s about trust, communication, and feeling truly understood. That’s why clients choose Bergeron Financial Solutions: for objective advice, personalized relationships, and guidance that’s tailored to your circumstances.
DOUBLE THE EXPERTISE
Partnering with Lianne & Robert Bergeron means continued support through every major life stage. You can rely on our collaborative, relationship-driven practice for insightful, in-person financial advice.
DECADES OF EXPERIENCE
Unlock your financial potential with our industry insight and real-world understanding. We create tailored solutions to maximize your net worth, keeping more money in your pocket while combating inflation and minimizing taxes.
PLANS THAT ACTUALLY FIT YOUR LIFE
There’s no one-size-fits-all here. Whether you’re preparing for retirement, protecting yourself and/or your family, or running a business, we build financial strategies that feel realistic and flexible enough to grow with you.
HERE WHEN YOU NEED US
Our success is measured by the fulfillment of our clients. We are committed to delivering exceptional service and support throughout your financial journey.
WORKING WITH A FINANCIAL ADVISOR MEANS:
85%
more confident reaching your goals
33%
less stressed about money
23%
more likely to sleep peacefully at night
SOME OF OUR TRUSTED CARRIERS
