Our Approach

Our Approach to Financial Planning

“Why choose Bergstrom Benkendorfer?”

Because you worked hard for your money. It should work hard for you.

Darron Bergstrom and Carter Benkendorfer have created a firm that unites their depth of knowledge and wide-ranging capabilities to provide turnkey resources for your financial needs. As an independent firm, Bergstrom Benkendorfer offers you the integrity of truly objective advice.

When you choose Bergstrom Benkendorfer, you access a powerful financial planning team that is client-centric. Our approach is to begin with your priorities and plans, and create a highly individualized financial strategy that fits your needs. When life changes demand adjustments to your strategy, we are accessible and ready with solutions to help you adapt.

Protect your wealth, secure your family, and plan for the future with confidence in the financial knowledge, sound advice and personal attention of Bergstrom Benkendorfer.

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Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Bergstrom Benkendorfer are not affiliated. This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, FL, GA, IA, IL, IN, LA, MN, MO, NM, NV, OH, OK, OR, PR, SC, TX, VA, WA and WI. No offers may be made or accepted from any resident outside the specific states referenced.

101 North Shoreline | Suite 560 | Corpus Christi, Texas 78401 | Ph: 361-884-6347 | Toll free: 866-884-6347 | F: 855-814-8429

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