Executive Team
Scott 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.
Merle Gilley is the Founder
and Vice President of Equity for Life, LLC, a
personal and business financial planning firm
headquartered in Chesapeake, Virginia. He is a
leading financial advisor who has spent more than
nine years helping hard-working Americans grow
wealth through cutting-edge financial strategies.
He is an expert at Home Equity Management, Retirement
Planning, Roth IRA Conversions, Asset Management,
and Equity Index Life and Annuity Contracts.
Merle
is also the President of TriQuest Equity Management.
Mr. Bergman and Mr. Gilley's combined expertise
creates a unique synergy that is rarely seen in
any professional partnership. Through their network
of agents they hold comprehensive seminars on
a national level. The objective of these seminars
is to educate individuals on how to capitalize
on their most valuable assets - their home and
retirement plan. Attendants learn how to optimize
one of the last remaining deductions on a tax
return - the home mortgage interest deduction.
For a no-cost phone consultation, feel free to
call us at (757) 424-8901 or fill out this form.
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