About Us

Our Mission

Regardless of your financial life stage, our mission is to build generational relationships that bring confidence to your financial present and future.

About Bergkamp Financial

At Bergkamp Financial, our greatest joy is building lasting relationships with our clients. We see you as an extension of our family, and we believe success demands a deep understanding of your cherished dreams and needs. Many of our client families have been with us for four generations. We help you plan for life’s events like purchasing a home, paying for education, and anything else on your bucket list.

While having a financial plan is critical, protecting that plan is just as important. We help you manage the risk inherent to life through carefully selected insurance strategies and long-term care policies.

Retirement comes with many unknowns that need to be navigated, from when and how to take Social Security benefits to Medicare plans and supplemental insurance. We are by your side, guiding you through it all helping you retire and stay retired

To serve our clients at the highest level of care, we attend education conferences, participate in continuing education courses, and stay informed of changing laws and regulations that may affect you. Our ultimate goal is to remain continuously accessible to our clients and their families. Our family is here for your family, whether we meet in our office, at your home, or on the phone.