Malin Bergquist advises individuals in planning for their retirement.  We emphasize personal attention, one-on-one relationships, and long-term commitment to provide the personal touch of a trusted business advisor.

We help clients answer penetrating questions such as:

• What should I do for retirement?
• What steps should I take to protect what I have in retirement and maximize its return?
• How much is enough?
• What percentage of my income today will I need for retirement?
• What are common mistakes regarding my company pension plans?

Now is the time to start planning for your retirement. Even if you are over 50, it is not too late to begin the process. An extra five years in an IRA or a company plan can make a big difference. You should also re-evaluate your investments regularly.