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:

  • Savings
  • 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.

 

Client Questionnaires