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ROLAND G. BERGMAN
CFP®, ChFC®, CASL®, AIF®, CLU®

1900 S. Norfolk Street, Suite 350
San Mateo, CA 94403

Phone:

(650) 743-0225 (Calls ONLY), (650) 822-0802 (Text ONLY)

E-mail:

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Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

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Videos

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ROLAND G. BERGMAN, CFP®, ChFC®, CASL®, AIF®, CLU®

 Specializing in:

 -  Comprehensive Financial Planning

 -  Retirement Income and Distribution Planning

 -  Wealth Management

 -  Investment Advisory

 -  Retirement Plan Rollovers for Individuals

 -  Establishing Retirement Plans for Businesses

 -  Alternative Investment Strategies

Call or email today for a complimentary financial review!

(650) 743-0225  |  Roland@GFAinvestments.com

Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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Life Insurance Might Help During Turbulent Economic Times

Suggests considering life insurance for stability during uncertain markets.

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Consider Munis for Tax-Free Income

Notes record issuance of municipal bonds and their tax-exempt appeal.

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Credit Card Debt

How Long Will It Take to Pay my Balance?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

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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