Tailwind Financial Planning
15208 Gulf Blvd #306
Madeira Beach, FL 33708
United States
Phone: 813-590-7244
Email: pam@tailwindfp.com
Website: https://tailwindfp.com
Training: Active Registered Life Planner® more info
Specialties
I specialize in helping families during major life transitions like retirement or a career change. I also specialize in helping military families before, during and after their military retirement transition.
About Pamela Bergeson
I am a Registered Life Planner and Chartered Retirement Planning Counselor, as well as a candidate for the Certified Financial Planner credential. In my previous career, I served as a US Air Force Colonel and worked as an engineer and analyst on flight testing programs of fighter aircraft.
I have a B.S. from the US Air Force Academy and a M.S. from Embry Riddle Aeronautical University.
Compensation
I am a fee only fiduciary financial planner. My primary service model is based on an annual subscription fee. The annual fee varies with the complexity of the financial planning and wealth management needs of the client. I do not require clients to meet a specific portfolio minimum.
Industry Start Date
2020