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Bill Berg
Investment Adviser Representative
OFFICE: 866-694-5381

MOBILE: 515-554-9201


SERVICE AREA:
Iowa, Alabama, Arkansas, Kansas, Missouri
OFFICE LOCATION
12951 University Avenue
120-A


HOURS
9-5 Monday through Friday
CONNECT WITH ME:
Welcome

“Patriot Wealth Group” has a unique approach to retirement planning that is easy to implement, easy to comprehend, and is sensitive to the fact that each person has different needs and values.  This is a customized retirement plan that provides insight to pre-retirees and retirees on safe and innovative ways of increasing their retirement income, while seeking ways to reduce their taxes.

Where the complex is made SIMPLE

Areas of Focus

Risk Management

Retirement Income

Asset Protection

Estate Maximization

Federal Employee Benefits Analysis

Thrift Savings Plan Education

Interests & Community Participation

Traveling and spending time with family

Down syndrome advocacy and awareness- Bill and his wife are very supportive of the special needs community. Their oldest daughter was born with Down Syndrome.

Night to Shine Sponsor- Bill’s company sponsors & volunteers at one of the local Night to Shine events. Night to Shine is held at over 450 churches worldwide partnering with the Tim Tebow Foundation to host this unforgettable prom night experience for adults 14+ with special needs.

Education

Bachelor of Arts (History) University of Northern Iowa

 

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