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.
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.
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.
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.
View MoreInsurance 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.
View MoreAt Berer Financial, our approach to wealth management incorporates long term financial planning, and embraces professionally tailored investment strategies. Managing and building wealth is an integral part of your comprehensive estate plan – and begins with dollar one. Though it seems far away, TIME is your best ally in building assets.
View MoreWhat is Wealth Management? Is there a difference between Wealth Management and Financial Planning? In this short clip, Brett looks back at his career to find out what shaped his idea of wealth management, and why he believes that a client-facing approach to planning will always win out over selling.
View MoreAll 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.
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.
The new year is a time to check in, and gauge the progress your investments are making. More than investments, a new year is the perfect opportunity to ensure that your retirement, insurance, estate – your legacy – is exactly where you want it to be.
View MoreYour 401(k) plan is one of the most common investment accounts out there, but if this is your first one, the enrollment process might feel overwhelming. In this video, I answer all the FAQ's I get about 401(k) plans, so you can feel confident when taking that crucial first step towards your retirement, and get started with enrollment today.
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.
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Do you want to make more money? Of course, we all do! Learn about our Seasoned Investor seminars.
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Contact UsBerer Financial is a full-service financial firm committed to helping people pursue their financial goals.
412-373-7667
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.
