BER FINANCIAL GROUP LLC
Fee-Only Financial Planning
Serving Broward, Dade and Palm Beach County. Fee-Only means we do not sell any products nor work on commissions. We specialize in working with retirees or those nearing retirement.
Commitment to Clients
We are Retirement Income Specialists: We are committed to working with retirees and those nearing retirement, and helping them ensure they do not outlive their assets. We make certain to understand our clients' entire financial profile: sources of cash flow, tax situation, assets other than securites, predictable expenses and planned capital expenditures.
We are Fiduciaries, and are committed to the "fiduciary standard of care" whereby we must always consider what is in the client's best interest at all times. BER Financial Group LLC, helps provide solutions to clients' retirement income problems by using financial modeling, rather than simplistic linear projections. This enables retirees to make better informed decisions as to "safe withdrawal rates," so they do not outlive their assets and income.
Does your current portfolio reflect
your risk tolerance, goals and objectives?
Are you properly diversified?
Are you on track for retirement?
If you are retired: Will you
outlive your retirement income?
What is your Financial Plan?
We can help you solve these problems...!!!
Copyright 2012-2013 Ber Financial Group LLC. All Rights Reserved.
Reasons for Choosing BER Financial Group:
Expertise: Advisor Designations-Certified Financial Planner(CFP)Practitioner, MBA, FPA Planner Search Advisor, IRS Enrolled Agent, NASD Arbitrator.
Integrity: All Advisors must have a clean compliance record and confirm to BER Financial Group\'s code of ethics.
FEE ONLY PLANNING: We do not sell products or work on commissions
COST MATTER: We utilize Exchange Traded Funds and No-Load Mutual Funds for our asset allocations, and we will never recommend any investment that has a sales charge.
Education: Advisors must have a minimum Bachelor's Degree, CFP designation, and 5 years experience.
Leadership: Board of Director, FPA Palm Beach County, speaker at Practitioner Conferences
on ETF's and Tax Efficiency, and Financial Planning Association Investment Forums. Recently admitted into Paladin Registry of Advisors- only 10% of Advisors meet their criteria.
Fiduciary Standard of Care: We are Fiduciaries and uphold the "fiduciary standard" of care, whereby we always consider what is best for the client.
A successful financial plan begins with a through understanding and analysis of a client's financial goals and objectives, risk tolerances and what they aspire to leave as a legacy.