Welcome to Berer Financial Management, an easy place to find a wealth of information such as newsletter articles, calculators, and research reports - along with access to your accounts.

We built this site to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.  Whether you are considering life insurance, investment management, retirement or estate planning services, we hope you see the value of working with our experienced, licensed professionals to pursue your financial goals.

We’re here to help educate you about the concept of total wealth management; to help you learn more about who we are; and to give you fast, easy access to market performance data.  Please "bookmark" our site, we frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.