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Jerry Bergner


Financial Planner and Founder of Integrated Life and Financial Planning LLC. Focused on Retirement Planning, Tax-Efficient Investment Solutions, and College Planning. 

Do you wonder how you can afford to send your child to college without sacrificing your own financial dreams in the process?

Like most parents who have a child approaching the college years, you are facing some serious challenges and confusion.

1. You don’t know the total cost of attendance for each school of interest (tuition and total costs of attendance) 
2. You don’t where the money will come from (loans, grants, scholarships, college work study, etc.)
3. You have no clue as to how to capture the maximum amount of financial aid legally and ethically (even if you think you earn too much). 
4. You don’t have the time to figure it all out and you feel pressured by the various deadlines and forms that need to be completed accurately and on time. 

How would it feel to know you have someone making sure this is all working in YOUR favor?

As a Financial Advisor working with individual clients since 1994, I specialize in working with parents to simplify and guide them through this process efficiently.

If you would like to spend less time trying to figure out FAFSA forms, and more time doing the things you enjoy, 

To get started on the path of making this vision a reality, attend this free college workshop September 29th at East Chapel Hill High (ECHHS) at 6:30 p.m.


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