Mission Statement
We are dedicated to increasing your circle of wealth through the application of cutting edge financial strategies. To discover hidden wealth being transferred unintentionally, and systematically redirect this wealth to enhance your estate, improve lifestyle, and provide a comfortable rewarding retirement.

About Us
Equity for Life, LLC, is a comprehensive personal and business financial planning firm specializing in successful equity management strategies. It is a privately held company with offices located in Wilbraham, Massachusetts and Chesapeake, Virginia. The founders of the company are Scott Bergman and Merle Gilley.

Mr. Bergman has been a member of the Insurance and Financial Services Industry for over 30 years. He is a Certified Senior Advisor and member of the National Institute of Certified Estate Planners. He is also the current owner and President of Retirement Planning Associates, LLC, a national brokerage firm managing and servicing hundreds of licensed general agents across the country. He is a General Partner and the President of Equity for Life, LLC.

Scott Bergman

Equity For Life, LLC 
5 Burt Lane 
Wilbraham  Ma 01095 

(413) 596-3897

Web Site:  http://www.equityforlife.net/