Specific Services for Clients
Within our three areas of expertise, Berry Financial & Insurance Solutions offers specific services for clients. These services can be broken down into two basic categories: Those for individuals and families, and those for nonprofits and small businesses.
Berry Financial also offers the following services for nonprofits and small businesses:
- Tax planning
- Retirement planning
- Healthcare planning
- Debt management
- Education funding
- Review and placement of Individual life, disability, long-term care, and health insurance
Berry also offers the following services for nonprofits and small businesses:
- Retirement plans
- Employee Benefits
- Business succession
- Key employee protection
- Executive compensation
- Quarterly (or monthly) performance assessments
Cost for Services
Berry Financial & Solutions feels that compensation for services should be in line with the level of time and service provided. This is includes being transparent, fair, and finding the most cost-effective way to meet a client’s objective whether being compensated by a client directly via fee for service or by the product provider of the program the client is place.
Download our summary of fees and services.