About My Practice
We provide "Fee Only" comprehensive financial planning services through an approach which integrates: financial, investment, tax, estate and risk management.
We also provide individual reviews and 2nd opinions on specific areas of concern: Asset Allocation, Investment Portfolios, Tax Planning, Retirement Planning, etc.
Does your current portfolio allocation reflect your risk tolerance, goals and objectives? Are you on track for retirement? If you are retired: Will you outlive your current assets and income? Has your income been adversely affected by the drop in interest rates?
We specialize in providing help in those areas.
Our fee-only compensation model enables us to maintain our philosophy of promoting clients' best interests at all times, while avoiding any conflicts of interest. We are a "Fiduciary" and hold ourselves out to the Fiduciary standard of care, which is the highest ethical standard in the financial services industry. Thus we can be 100% objective in our recommendations.
We have over 25 years of experience working with individuals and helping them achieve their financial goals and objectives. Whether you are interested in preserving or growing your assets, making certain you don't outlive your assets, or providing for your loved ones in case of premature death, we can help you.
Professionally, we are often quoted by the Sun-Sentinel and the Palm Beach Post on investments and financial planning issues.
I have been a Certified Financial Planner for over 25 years, have a MBA degree in Finance, and I am an IRS Enrolled Agent. In addition, I am an NASD Arbitrator, and based on my experience and expertise, I am called upon to help judge adjudicate cases brought to mediation.
I am on the Board of Directors, Financial Planning Association, Gold Coast Chapter, and I have taught financial planning and investments at various colleges, both here in South Florida and in New York. In addition, I am frequently quoted by the media in South Florida and have provided pro-bono planning for various non-profit groups and for reservists heading to Iraq.
To learn more about me and my practice, please review my website: www.BERfinancialgroup.com
Registrations, Licenses, Certifications & Affiliations
Life insurance: FL, Health/disability insurance: FL, Fixed annuities: FL
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - IRS Enrolled Agent
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
Your planner has been saved.
To view, print, or e-mail your saved planners anytime during your visit, click the Saved Planners link to the right.