Jack Bergmans, Certified Financial Planner - CFP®

Bequest Insurance

About Jack Bergmans

Jack Bergmans is a Certified Financial Planner ®/CFP® President and founding partner of Bequest Insurance.

With 24 years of experience Jack helps you set up and keep your financial and estate plans current. Jack provides important goals based retirement income strategies with the goal of achieving more money in your pocket to do what you want to do. Reducing taxes payable, guaranteed-for-life income solutions, investment security, and financial risk mitigation are some of the solutions that may fit your circumstances.

Whether you’re in your savings years or spending years, Bequest Insurance uses a wide variety of top flight investment teams, tools and resources for a tailored approach in achieving your investment, income and charitable giving goals.

Typical Clients

Our typical client age ranges from 22 years old to those in their late 70’s with an average asset base in excess of $150,000.

The careers of our typical clients vary widely from teachers and engineers to doctors and other essential workers.

Common themes among our clients are: those who feel most comfortable knowing that they will have a guaranteed income for life, those looking to maximize the impact of charitable giving now and/or in the future, and those who are planning for their estates to transfer their assets to their heirs quickly and smoothly.