Chani M Bergen, Financial Services Professional Nylife Securities, LLC

Chani M Bergen, Financial Services Professional Nylife Securities, LLC Registered Representative offering securities, products, and services through NYLIFE Securities LLC. I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

2600 Network Blvd, Suite 130
Frisco, TX 75034
972-377-5200

Starting my morning meetings off with a Salted Maple Cream Cold Brew! I don’t like pumpkin spice, so this is a perfect f...
09/23/2026

Starting my morning meetings off with a Salted Maple Cream Cold Brew! I don’t like pumpkin spice, so this is a perfect fall option for me.

Medicare Open Enrollment has a way of putting retirement on the front burner.You’re reviewing coverage. Comparing option...
09/09/2026

Medicare Open Enrollment has a way of putting retirement on the front burner.

You’re reviewing coverage. Comparing options. Thinking about healthcare costs.

But while you’re looking at Medicare, it may be a good time to ask a bigger question:

How does the rest of my retirement picture look?

Where will your income come from each month?

When does Social Security make sense for you?

Are your savings positioned to support the retirement you actually want?

What would happen financially if you—or someone you love—needed care?

And perhaps most importantly:

Do the pieces you already have work together?

You don’t need to have all the answers before having the conversation. In fact, that’s the point of the conversation.

I’m setting aside time during Medicare Open Enrollment to help individuals and families take a closer look at the financial pieces around Medicare.

If retirement is getting closer, let’s talk.

www.calendly.com/cmbergen/intro

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.
09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

Some may sound like myths, but these unique tax write-offs can be approved under strict IRS medical guidelines — provide...
09/05/2026

Some may sound like myths, but these unique tax write-offs can be approved under strict IRS medical guidelines — provided you have the right paperwork.

Some retirement expenses are difficult to predict, particularly when long-term care needs arise. This article examines h...
09/04/2026

Some retirement expenses are difficult to predict, particularly when long-term care needs arise. This article examines how significant care-related costs can affect retirement spending and the longevity of a retirement portfolio.
https://bit.ly/4x5le1W

Two studies have raised new questions about the size and impact of the coming great wealth transfer.
09/02/2026

Two studies have raised new questions about the size and impact of the coming great wealth transfer.

If looking at your finances as you head into Medicare and retirement feels a little like assembling furniture without th...
08/31/2026

If looking at your finances as you head into Medicare and retirement feels a little like assembling furniture without the instructions… let’s talk.

Medicare enrollment can bring up a much bigger set of questions.

Can I actually afford to retire?
When should I take Social Security?
Where will my income come from?
What happens if I need care later?
And do all the financial pieces I’ve accumulated over the years actually work together?

You don’t have to figure all of that out at once—or by yourself.

During Medicare Open Enrollment, I’m opening time on my calendar specifically for people who want to take a closer look at the rest of their retirement picture.

No Allen Wrench Required.

Schedule a conversation with me here:
www.calendly.com/cmbergen/intro

The cost of long-term care can have a meaningful impact on individuals and their families. This article explores current...
08/29/2026

The cost of long-term care can have a meaningful impact on individuals and their families. This article explores current cost considerations and how extended care needs may affect household finances and retirement plans.
https://bit.ly/4y468L2

Healthcare costs are climbing again next year, but fortunately, Part B rate hikes are expected to stay well under 5%, a ...
08/28/2026

Healthcare costs are climbing again next year, but fortunately, Part B rate hikes are expected to stay well under 5%, a relief compared to last year's jump.

08/26/2026

Retirement planning isn't just about how much you've saved. It's also about creating a strategy that can help support your lifestyle throughout retirement.

Research from the LIMRA Retirement Income Institute found that many Gen X women face unique retirement challenges, including lower retirement savings, caregiving responsibilities, and concerns about whether their money will last throughout retirement.

Understanding these factors early can help you make more informed decisions about your future. If you’d like to build a retirement strategy, let’s connect to review your long-term goals, expected expenses, and retirement income needs.

Address

2591 Dallas Parkway, Suite 405
Frisco, TX
75034

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19038167764

Website

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