Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.
Check out our recent articles regarding planning for the 2nd half of life and more!
Read our recent blog posts regarding planning for the 2nd half of life and more!
Check out our recent videos with helpful hints on planning for the 2nd half of life and more!
Listen Live to The Chris Berry Show, Sundays from 1:00pm until 2:00pm on WAAMTALK1600 or follow this link
"This guide breaks down the complex considerations and over 2,700 Social Security claiming rules into a simple decision flowchart you can complete in 5 minutes."
We can help you answer your income, investment, tax, health care and legacy planning questions by helping you build your financial plans for your future.
Your team was friendly, professional and knowledgeable. What we appreciated the most was your timeliness and the accuracy of our documents.
Anyone who works with Chris can rest assured that they are working with one of the top practitioners in the field. We have many mutual clients and they always speak very highly of him. His passionate commitment to the field of elder law and estate planning is truly impressive.