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1847Financial

Pat Bergmaier, CFP(R), ChSNC(TM)
Chartered Special Needs Consultant(TM)
161 Washington St, Suite 700
Conshohocken
PA
19428
As a CERTIFIED FINANCIAL PLANNER (CFP) and a Chartered Special Needs Consultant (ChSNC), these designations have provided Pat with the knowledge and expertise to address the unique circumstances and requirements of planning for families that have dependents with special needs, the core focus of his practice. Special Needs Planning addresses these key areas of planning: protecting & maximizing government benefits, creating the correct estate planning framework and analyzing funding strategies to provide for lifetime care & quality of life in the most tax-efficient manner possible.

Workshops

Contact Number: 215-317-4143