Without proper planning and periodic monitoring, wealth is commonly eroded by a lack of awareness, economic downturns, taxes, and the uncertainties of life.
The Berdow Planning Group is an independent fee based financial services company with a focus on building finacial plans and models. We help you identify goals, analyze your risk profile, assess needs, establish a plan of action, execute and implement.
Although we are licensed to manage assets and sell various insurance products such as life, disability and long term care. Our approach is you as the individual should invest in a transparent system and foundation before the purchase of financial products which primarily serve as a medium to accomplish your goals.
Maintaining and improving your standard of living, maximizing wealth, helping you prepare for monetary independence, and making sure that your loved ones are taken care of are the goals and purpose of this organization.