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.
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March 4, 2020
Insurance is an integral part of legacy planning. Whether you're thinking about leaving a charitable gift to an organization, or securing your family's future, the right type of insurance is often the best investment you can make.
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March 4, 2020
Struggling to find out what type of insurance is best suited to you and your family? Where should you even begin? At Berer Financial, we offer full service insurance services to our clients, and have for over 20 years.
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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.
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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.
From Insurance to Investments to Planning, we can help get you where you want to be.
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Contact UsBerer Financial is a full-service financial firm committed to helping people pursue their financial goals.
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Securities offered through Cambridge Investment Research, Inc., a Broker-Dealer, member FINRA/SIPC. Advisory Services are offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge is not affiliated with Berer Financial Management.
This communication is strictly intended for individuals residing in the states of CA, CO, FL, MA, MD, NC, NY, OH, PA, TN, VA, & WV to conduct securities business, and if applicable, investment advisory services. No offers may be made or accepted from any resident outside the specific states referenced.
