Berg, Tom, AGT

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Charitable Giving
Taxes can make a large impact on what your beneficiaries receive, but there are a variety of ways to help reduce taxes and make sure you pass along assets as efficiently as possible, including the strategic use of personal trusts, beneficiary management and charitable giving and gifting. Another option is a capital transfer strategy, which allows the repositioning of certain taxable accounts â€” such as CDs and brokerage accounts â€” for a cash-value life insurance policy, which can provide tax-deferred growth and a guaranteed death benefit for your heirs.

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General Info: The advisor listed is an Ameriprise financial advisor in Marietta. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients.How will you be brilliant? I can help.I'm not only in the business of helping you pursue your wealth. I'm also in the business of helping you grow your financial confidence in the future. I'll help you balance pursuing your dreams for tomorrow with what you want today. We'll use our exclusive Confident Retirement approach, which begins with a straightforward conversation about your financial goals. I'm here to help you live the life you've earned. When you have the right advisor, life can be brilliant.
Extra Phones: Fax: (678) 397-0604
AKA: Tom Berg Cfp
Other Link: https://www.ameripriseadvisors.com/thomas.r.berg
Categories: Financial Planners, Annuities & Retirement Insurance Plans, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Phone: (678) 397-0601

Address: 2110 Newmarket Pkwy SE, Marietta, GA 30067