The new year is a great time to review your financial plan. Make a budget, reaffirm your goals, and review your beneficiaries to make sure everything is how it should be!
Want more? Read the 2023 Client Checklist which covers exactly what you should be thinking about in the new year.
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Dollar-cost averaging allows us to appreciate the bigger picture of the market, maintain discipline through periods of volatility and take advantage of opportunities as they present themselves.
View MoreInsurance is an interesting investment, and an important part of a well-balanced financial plan. Insurance protection is crucial to hedge against the financial perils of life - while keeping you and your family protected and well funded.
View MoreThe thought of running out of money keeps a lot of people up at night, and being unsure as to whether you've saved enough to retire is a major factor in deciding when work can become optional. But with our guidance and experience, it doesn't have to be.
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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Sometimes you have a question that you can't answer from a webpage. I always love to hear from you.
Contact UsBerer Financial is a full-service financial firm committed to helping people pursue their financial goals.
4044 Monroeville Blvd
Monroeville, PA 15146
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.
