Bergenn Financial Group

Bergenn Financial Group Helping successful professionals plan for life's most important goals. Kestra IS or Kestra AS are not affiliated with Bergenn Financial Group, LLC.

Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Bergenn Financial Group, LLC does not offer tax or legal advice. Investor Disclosures: https://www.kestrafinancial.com/disclosures

This site is published for residents of the United States onl

y. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.

Your RTX Savings Plan has more moving parts than most people realize. Between the match landing in RTX stock and the aft...
09/02/2026

Your RTX Savings Plan has more moving parts than most people realize. Between the match landing in RTX stock and the after tax contribution option most people never use, there's real opportunity sitting in your statement if you know where to look.

JOIN US for our RTX Office Hours via Zoom or in person. It's free to attend. Register at www.bergenn.com/events. Hope to see you there!

Upcoming Events:
September 16, 12-1 pm (Zoom Lunch)
September 16, 5:30-6:30 pm (At the Bergenn Financial Office in West Hartford Center)
October 21, 12-1 pm (Zoom Lunch)
October 21, 5:30-6:30 pm (At the Bergenn Financial Office in West Hartford Center)

Financial Advisors · Retirement Planning · RTX Savings Plan · West Hartford CT

Behind every plan is a team that actually knows your name. At Bergenn Financial, we believe good advice starts with payi...
08/31/2026

Behind every plan is a team that actually knows your name. At Bergenn Financial, we believe good advice starts with paying attention, clarifying your goals, carefully planning around them, and consistently managing the details so nothing falls through the cracks.

Link in bio to start the conversation with Bergenn Financial.

Financial Advisors · Wealth Management · West Hartford CT

Everyone plans for the financial side of retirement. Almost nobody plans for the first 90 days. Here's what those first ...
08/14/2026

Everyone plans for the financial side of retirement. Almost nobody plans for the first 90 days.

Here's what those first three months actually look like, and how to make them easier. Link in bio to start the conversation with Bergenn Financial.

Retirement Planning · Retirement Transition · Financial Advisor · West Hartford CT

08/12/2026

If you work at RTX, this one's for you. There's a lot in your Savings Plan that goes on
autopilot unless someone walks you through it.

Join us for a free RTX Office Hours session on August 19th from 12:00 - 1:00pm, a lunchtime Zoom where we'll work through questions like these one on one.

RSVP at bergenn.com/events

Financial Advisors · Retirement Planning · RTX Savings Plan · Investment Management · West Hartford CT

If you're at RTX, Pratt & Whitney, or Collins Aerospace, you have more financial planning tools available than most peop...
08/07/2026

If you're at RTX, Pratt & Whitney, or Collins Aerospace, you have more financial planning tools available than most people realize. The hard part is putting them to good use.

On August 19, Bergenn Financial is hosting a free Office Hours session for RTX employees. We'll work through the questions we hear most from people at Pratt, Collins, and corporate:

🔵 Company stock concentration, and how much is too much
🔵 RSU vesting and the tax timing that catches people off guard
🔵 A potential tax benefit sitting inside your 401(k) that many people never use
🔵 The legal services benefit and where it fits in estate planning
🔵 How to get full value from the benefits you already have

One thing worth checking before we meet: log into your 401(k) or pull up your statement and look for any "After-Tax" contributions. Not Roth, After-Tax. They sound similar but they're not the same thing, and if you have After-Tax dollars in there, a few adjustments could save you real money in taxes. We'll cover what to do with it.

It's free to attend. Register at www.bergenn.com/events. Hope to see you there!

08/05/2026

Both of us are great at what we do, and we both need eachother...

So whoever you need, reach out.

Financial Advisor · Social Media Marketing · West Hartford CT

Clarify. Plan. Manage. Our three-step process keeps things simple, even when your financial life isn't. Whether you're a...
08/03/2026

Clarify. Plan. Manage. Our three-step process keeps things simple, even when your financial life isn't. Whether you're approaching retirement or already there, we're here to make sure your plan keeps working as hard as you did.

Financial Advisors · Retirement Planning · Wealth Management · Investment Management · West Hartford CT

08/01/2026

Retirement doesn't come with one paycheck anymore, you're the one assembling it. Social Security, pension, portfolio withdrawals, all flowing into one number, and the order you draw from matters more than people realize.

Want to map out your own income plan? Link in bio to start the conversation with Bergenn Financial.

Retirement Income Planning · Social Security · Withdrawal Strategy · West Hartford CT

At Bergenn Financial Group, every conversation starts with listening. We believe that sound financial decisions come fro...
07/30/2026

At Bergenn Financial Group, every conversation starts with listening. We believe that sound financial decisions come from genuine relationships, not one-size-fits-all advice. As an independent firm, we're free to give you honest, unbiased guidance built entirely around your goals.

Schedule a free consultation today. Link in bio.

Financial Advisors · Retirement Planning · Wealth Management · Investment Management · West Hartford CT

Mark your calendar! Join Eric Bergenn for August RTX Office Hours on Tuesday, August 19th from 12:00 - 1:00pm, a free lu...
07/29/2026

Mark your calendar!

Join Eric Bergenn for August RTX Office Hours on Tuesday, August 19th from 12:00 - 1:00pm, a free lunchtime Zoom session designed specifically for RTX employees navigating their Savings Plan and retirement options.

No strings attached. Bring your questions, grab your lunch, and get clear, honest guidance from an independent advisor who understands what matters most to you as you plan for the future.

RSVP on www.bergenn.com/events

Financial Advisors · Retirement Planning · RTX Savings Plan · Wealth Management · West Hartford CT

Address

45 South Main Street Suite 203
West Hartford, CT
06107

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

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