post category

Insurance Services

You insure your car, your home and valuables because they are expensive items that can cost a fortune to replace. What about the fortune you’ve created; your 401k savings, your investments, and your monthly earnings... Are those insured? Insurance is a valuable planning tool and sharing the risk with a trusted partner can make all the difference.

Insurance Services
Insurance Services

When Do I Need to Hire a Financial Advisor?


Brett Pechersky


March 4, 2020

To save you some reading: the sooner the better. Life, however, is not that simple, and there are many ways in which your financial situation differs from that of your neighbor, your best friend, your boss or your employees.

Subscribe to get our latest news

Oops! Something went wrong while submitting the form

need Something Else?

Berer Financial Management exists to help you take charge of your finances, but we know you can't do it all alone. Check out some of our resources below.

View our Services

From Insurance to Investments to Planning, we can help get you where you want to be.

View services
Join Our Seminars

Do you want to make more money? Of course, we all do! Learn about our Seasoned Investor seminars.

View Seminars
Contact Us

Sometimes you have a question that you can't answer from a webpage. I always love to hear from you.

Contact Us