THREE AREAS OF EXCELLENCE
Berry Financial & Insurance Solutions specializes in three main areas: Business consulting and benefits, wealth management, and insurance.
BUSINESS CONSULTING, EMPLOYEE BENEFITS, & RETIREMENT PLANS
With its business benefits consulting service, Berry Financial advises nonprofits and small businesses on the design and best value for service and implementation of employee benefits packages, which benefits packages make the most sense to offer, and how to best implement packages behind the scenes. Once a group is implemented the designed benefits program, Berry Financial provides hands-on assistance to the client in ongoing management and administration of the programs.
Berry Financial & Insurance Solutions also offers business management solutions designed to help businesses protect their assets, resolve business issues, and provide general guidance. As part of these efforts, Berry Financial assesses the situation and devises extensive strategies with consideration of client-specific needs. For some clients, management solutions also can incorporate collaborating with current advisors, predictive analytics, and reviewing insurance contracts—regardless of the situation, the key is to manage for a specific goal or outcome.
PERSONAL WEALTH MANAGEMENT
Like so many financial service providers, Berry Financial offers comprehensive financial planning for individuals and closely held business owners. This area of expertise includes traditional asset and investment management, long and short-term strategic thinking, ongoing problem solving, and more.
INSURANCE
Berry Financial & Insurance Solutions will guide you in the selection and suitability of life insurance, health insurance, Medicare plans, and others for you and your business.
Whatever a client desires, Berry Financial & Insurance Services strives to work alongside the client in a high-touch, collaborative fashion. All clients are unique and require a custom approach and outcome.
