Bergman, Parker, and Walsh Team with Coastal Wealth, a MassMutual firm

Bergman, Parker, and Walsh Team with Coastal Wealth, a MassMutual firm Through collaborative strategies, we help you make informed decisions about your financial well being

Succession planning isn’t only about retirement. It’s about options — and being ready for whatever comes next.Even a hig...
07/20/2026

Succession planning isn’t only about retirement. It’s about options — and being ready for whatever comes next.

Even a high‑level plan can help reduce dependency, protect what you’ve built, and make future transitions smoother. Let’s start the conversation.

As we’ve seen recently, global events can influence economies in unpredictable ways. Many long-term approaches emphasize...
07/13/2026

As we’ve seen recently, global events can influence economies in unpredictable ways. Many long-term approaches emphasize diversification across regions—recognizing different markets don’t always move in sync. Let’s work together to see if it may be
worth considering whether global exposure fits into your broader plan.

School’s out and summer is in full swing. With a few extra expenses — from meals to activities and camps — it helps to ...
07/09/2026

School’s out and summer is in full swing. With a few extra expenses — from meals to activities and camps — it helps to check in on spending. Here are some simple ways to manage summer costs, and I’m here for support whenever you need it.

A quick mid‑year check‑in can help you reassess priorities, uncover gaps, and refocus on what matters most for the rest ...
07/06/2026

A quick mid‑year check‑in can help you reassess priorities, uncover gaps, and refocus on what matters most for the rest of the year. Let’s connect.

Let freedom ring! Happy Independence Day to all my fellow Americans.
07/04/2026

Let freedom ring! Happy Independence Day to all my fellow Americans.

Risk is an important factor with any sort of investing, but what do you do when that investment is tied to your retireme...
06/26/2026

Risk is an important factor with any sort of investing, but what do you do when that investment is tied to your retirement? Let’s talk it through and see how modern
retirement tools can help strike a balance between acceptable risk and responsible saving.

Whole life insurance can be a smart way to help protect your wealth. Let’s talk about how the guarantees and tax advant...
06/23/2026

Whole life insurance can be a smart way to help protect your wealth. Let’s talk about how the guarantees and tax advantages that come with whole life can help protect and grow your assets.

As your business grows, your benefits strategy should too. What you offer and how you communicate key information to you...
06/22/2026

As your business grows, your benefits strategy should too. What you offer and how you communicate key information to your employees will change based on your headcount. I can help you understand your options. Let's talk.

Today we honor the care and resilience of fathers everywhere. Wishing you a wonderful day!
06/21/2026

Today we honor the care and resilience of fathers everywhere. Wishing you a wonderful day!

Now may be a great time for your mid-year financial checkup. Let’s connect to ensure you’re still aligned with your long...
06/18/2026

Now may be a great time for your mid-year financial checkup. Let’s connect to ensure you’re still aligned with your long-term plans.

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33401

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