Bergman-Katz Financial Services
For over 35 years our knowledge of insurance and investment products has assisted to ensure the financial security of our clients, their businesses, and their families. Our objective is to help protect you and those who depend on you and show you ways to efficiently utilize your assets upon your retirement, in case of illness, and at the eventual time of your death.
We have representatives in this office licensed and registered to offer products and services in CT. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.