Home | Bergeron & Plauché, LLC

A Client-Centered Approach

Every financial journey tells a story. For some, it's all about home and family. For others, it's about living an adventurous life traveling the world. Whatever shape your dreams take, we look forward to helping you make them a reality.

Learn More

Retirement Realities

Predicting exactly what your retirement will be like is about as possible as a meteorologist predicting the weather correctly every single time.

Learn More

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Learn More

Estate Management Checklist

Do you have a will?

Do you have financial documents in place?

Learn More

We're passionate about achieving your goals.

Helping our clients achieve financial success is what gets us out of bed in the morning and has us hitting the ground running. We're excited to work with you to bring your financial strategy to life.