Our Approach to Wealth Management

By

Brett Pechersky

|

February 1, 2022

At 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. Get started today!


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Recent Posts
Financial Planning

Dollar-Cost Averaging

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.

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Insurance Services

Insurance Check-In

Insurance 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.

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Financial Planning

Do you risk running out of money?

The 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.

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need Something Else?

Berer 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.

View our Services

From Insurance to Investments to Planning, we can help get you where you want to be.

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Join Our Seminars

Do you want to make more money? Of course, we all do! Learn about our Seasoned Investor seminars.

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Contact Us

Sometimes you have a question that you can't answer from a webpage. I always love to hear from you.

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