Clients Should Come First
Clients are the most important part of my work at Berer Financial. If you aren't getting the help or attention you deserve from your advisor, schedule a video meeting with me today
Clients are the most important part of my work at Berer Financial. If you aren't getting the help or attention you deserve from your advisor, schedule a video meeting with me today
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Creating Income from your Inheritance. Some people start to think about a beach house, others about retirement. But following your impulses can lead to a squandered inheritance. Life isn't like the movies, so most people know they are the beneficiaries of a will or life insurance policy long before they receive a dime. Putting a proper plan in place now could be the cornerstone of building wealth and income that can last generations.
View MoreRecessions are difficult for investors. Regardless of short term volatility, your investment strategy should not change. You can use market downturns to your advantage. Continue saving and investing, revise your budget if necessary, but stay focused on your long term goals.
View MoreBear markets are a major reason that people shy away from investing. But with a proper strategy in place, and the right guidance, market downturns don't have to be a source of fear –they simply become a necessary part of any healthy market cycle.
View MoreBerer 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 servicesDo you want to make more money? Of course, we all do! Learn about our Seasoned Investor seminars.
View SeminarsSometimes you have a question that you can't answer from a webpage. I always love to hear from you.
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