Integrated Life and Financial Planning

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5850 Fayetteville Rd
Durham, NC 27713
+1 (919) 864-2772
http://www.ilafp.com

Integrated Life and Financial Planning, located in Durham, NC, is an independent financial services firm founded by Jerry Bergner, AAMS CMFC. The firm specializes in creating personalized financial strategies that align with clients' life goals, emphasizing a disciplined approach to investment management that adheres to modern portfolio theory.

Since 1994, Jerry has focused on helping clients improve their financial realities to achieve a more satisfying life. His commitment to supporting clients through structured planning sets Integrated Life and Financial Planning apart from typical advisory firms.

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