Berer Financial Group

our services

When it comes to making the right decisions about investments and financial products, the process can be downright confusing. Even if you did have the time to study everything, you don’t want to make a mistake and purchase a financial product that isn’t a good fit for you or your family. That's where we come in.

execute a sound financial program with Berer

At Berer Financial Management, we specialize in listening to our clients and making sure our recommendations meet their needs, today and into the future. When we develop a customized financial program for you, we walk you through a step-by-step process that will strengthen your confidence in the decisions you ultimately make.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. You have many options to consider, across insurance and investments and within planning for retirement.

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.

Types of Insurance

  • Life Insurance
  • Long Term Care Insurance
  • Disability Income Insurance
  • Individual Health
  • Group Health
  • Medicare
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Wealth Management

All investments fluctuate over time. Bonds change with interest rates, while stocks and mutual funds vary with market fluctuations. At Berer, our expertise can help ensure that when you need to tap into your investments, you are making the right decisions. You need a balanced strategy to manage your wealth, and we offer a simplified approach to investment management to fit your performance and lifestyle needs.

Types of Wealth Management

  • Mutual Funds
  • Exchange Traded Funds
  • Stocks and Bonds
  • Income Annuities
  • Retirement Accounts (IRAs, Roth IRA, 401k, 403b, Small Business retirement plans, pension plans)

Planning Services

We consider legal, tax planning, insurance, investment, retirement, Social Security and Medicare when it comes to building our clients a well rounded financial plan. Additionally, we can work alongside personal attorneys and accountants to consider all aspects of our clients’ finances.

Types of Planning Services

  • Estate Planning
  • Life Insurance & Long Term Care
  • College Savings and repayments
  • Estate ConservatioRetirement Income Solutionsn
  • Generational Wealth Transfer
  • Social Security & Medicare

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.

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Join Our Seminars

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

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Contact Us

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

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