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 interesting investment, and an important part of a well-balanced financial plan. Insurance protection is crucial to hedge against the financial perils of life - while keeping you and your family protected and well funded.
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March 4, 2020
Whether you are enrolling for the first time, or looking to change your coverage, Medicare planning does not have to be a stressful process. The experienced team at Berer Financial can help you understand your options… making Medicare easy. With Open Enrollment just around the corner (Oct 15 - Dec 7th), please call, email, or schedule a video meeting today.
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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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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.
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