Hi, I’m Pam Bergeson, CFP®, the founder and principal advisor of Tailwind Financial Planning L.L.C. Throughout my Air Force career, my experience helping coworkers, friends, and family navigate personal financial decisions inspired me to make financial planning my “encore” career. My thirty-year military career taught me the importance of setting goals and building a plan to achieve them and my nearly 35 years as a military spouse reinforced the importance of flexibility and adapting to new challenges.
My life experience on both sides of the “ID Card” motivated me to combine my passion for helping people with my analytical skills. I love talking to people about their story and helping them decide what they “want to be when they grow up!” I’m also a total geek when it comes to money and analyzing investment strategies.
Hanging up my uniform hasn’t changed my core values. I believe honesty and integrity are essential in all facets of life and I keep service to others at the forefront of my business. To that end, I am a fee-only, fiduciary financial planner, which means I put your best interests first, always. I do not accept commissions from third parties and I not sell products. I wouldn’t have it any other way.
My mission as a financial life planner is pretty straightforward:
I believe money is a tool to help you live your best life.
I believe everyone deserves honest, unbiased financial advice.
I believe the transition from your military career to a civilian life is a golden opportunity to clarify your WHY and chart a path to achieve it.
Our mission at Tailwind Financial Planning LLC is to provide clear, simple advice to help clients navigate major life milestones. We work to optimize your resources, mitigate your risks and help you sleep better at night knowing your finances are on time, on target. To further this goal, I author a blog called “Way Points” focused on the unique opportunities senior military leaders and their families enjoy as they approach their own transition into civilian life and encore careers.
The first step to living my “why” was to complete the Certified Financial Planner education requirement at Old Dominion University. To further advance my financial education, I earned the Chartered Retirement Planning Counselor designation from the College of Financial Planning, passed the Series 65 investment exam and completed the Kinder Institute’s Life Planner training. I’m also a candidate for the Certified Financial Planner certificate.
Prior to all this, I earned a B.S. from the U.S. Air Force Academy and a M.S. from Embry Riddle Aeronautical University.
When I’m not nerding out over financial models, you can find me running on the beach or enjoying a sunset with my husband Tom. We’ve balanced two military careers, two amazing kids, and over twenty military moves; we’re living proof there’s life on the other side of a military career and it’s pretty amazing!
Schedule a Free Consultation
Pam Bergeson, CFP®
Tailwind Financial Planning, LLC
Madeira Beach, FL 33708
609-257-8844
www.TailwindFP.com