FULL-SERVICE WEALTH MANAGEMENT
We can be your one-stop shop for ALL your retirement needs.
We believe there are tremendous advantages to utilizing one firm to manage all your investments and financial strategies.
We believe relationships are the key to a successful wealth management strategy. At Berry Financial Group, we believe in serving the needs of our clients.
By keeping all your financial strategies and plans with one firm, you create easier access to your financial information. No longer do you need to call multiple companies or advisors.
To this day, you will still get a real person when you pick up the phone at Berry Financial Group. By moving all your investments under one firm, communication will never be an issue.
As a client, you already know the people and culture of Berry Financial Group. You can expect that same experience with all your investments when you utilize a Full-Service Approach to financial planning.
Do you have monies in the market? Through our Betashield™ strategy we'll show our new market risk management strategy that looks to limit exposure to portfolio losses and caputure long-term gains with reduced market risk.
You've worked hard to grow your life savings, but now you want to secure that money & enjoy it and still have growth opportunities. We can show you how to with our safe-money strategies which have helped thousands enjoy their retirement years.
One of the biggest issues facing retirees and pre-retirees is the issue of care when we need help caring for ourself or spouse. We'll show you how to create a plan that won't impact your family or finances if/when you need care.
LIFE INSURANCE PLANNING
Did you know that a strategic life insurance plan can be set up as a legacy play for your family and offer tax-free money to your heirs? We can show you how to set this plan up.
The cost of health care continues to rise. With our vast relationships with insurance companies, we can find you the best rate for Medicare Supplement plans. Let us show you how to save money each month on the cost of these plans.
Having a plan in place for your estate is one of the most important aspects of retirement planning. With the help of our team and our partner attorneys, we'll make sure your estate is in order and set up the way YOU want it to be.