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.
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.
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.
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.View services
Do you want to make more money? Of course, we all do! Learn about our Seasoned Investor seminars.View Seminars
Sometimes you have a question that you can't answer from a webpage. I always love to hear from you.Contact Us