Resources

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.

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Books

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Check out our recent articles regarding planning for the 2nd half of life and more!

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Blog

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Read our recent blog posts regarding planning for the 2nd half of life and more!

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Videos

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Check out our recent videos with helpful hints on planning for the 2nd half of life and more!

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Listen Live

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Listen Live to The Chris Berry Show, Sundays from 1:00pm until 2:00pm on WAAMTALK1600 or follow this link

The "Social Security Elephant" in the Room: When, Why, and How Should I File for Social Security?

This 5-Minute, FREE Guide Will Show You Step-by-Step How to…

  • Check icon in brown outlineChoose what age to claim Social Security so you can maximize your benefits
  • Check icon in brown outlineReduce your tax exposure by factoring in these key considerations
  • Check icon in brown outlinePrepare for retirement by learning how to file for Social Security
The "Social Security Elephant" in the room: book cover with a black elephant seating on a chair

"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."

What They Say

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.

Brown quote iconYour team was friendly, professional and knowledgeable. What we appreciated the most was your timeliness and the accuracy of our documents.Brown quote icon

William & JoAnn

Recent Retirees

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.

Sal Curcuru

CPA in Farmington Hills