ABOUT US                      OUR STAFF                   OUR SERVICES

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What We Do

 

At Bering Financial we strive to build trusted personal relationships with each of our clients, and confidentiality is paramount. Our clients come from all walks of life and career backgrounds. Many times when new clients first come to us they have already taken steps toward some level of planning. They usually have previously spoken to a different professional for each discipline of planning, such as an attorney, an accountant, or an investment advisor.

Often we discover that people find themselves frustrated by the lack of coordination in their planning. They typically express that they want someone to show them how to put all the pieces of the puzzle together into one complete picture.

 

Bering Financial helps our clients view their situation from a cross-disciplinary perspective. We use a holistic approach to review all the pieces - legal, taxes and investing - as a whole. This allows us to help each client to identify and fill the gaps in their planning, while at the same time revealing any potential opportunities that may be available, yet previously unknown. 

                    SERVICES (the pieces)

                             Retirement Planning

​                             Wealth Management

                             Income Streams

                             Tax Planning

                             Social Security Maximization

                             Trust & Estate Planning

                             Legacy Preservation

                             Life Insurance Planning  ​

  

 

What Sets Us Apart

 

FIRST, we help you ask the right questions for your situation.

For those approaching retirement years and those already in retirement there are many daunting challenges and uncertainties to face. Perhaps the greatest challenge is not knowing what questions to ask to begin the process of addressing the needs of their particular situation. It is much easier to find the right answers when you know the right questions to ask.

SECOND, we empower you through financial education.

We teach people how money works because when you know the rules you can choose the right tools.

Forward thinking combined with a holistic approach to all the pieces results in

a balance of comprehensive solutions for your peace of mind

on the journey to and through retirement. 

Quick Links

 BERING FINANCIAL

 

546 Silicon Dr, Ste 103

Southlake, TX 76092

   (817) 571-2626

   solutions@beringfinancial.com

Contact Us

Bering Financial specializes in arming clients with knowledge and awareness about their money

that empowers them to make better financial decisions for their family and their future.

 

Bering Financial is the proprietorship of Registered Representative Patrick Smith.

Securities offered through Center Street Securities, Inc. (CSS), a registered Broker-Dealer & member FINRA & SIPC. Bering Financial and CSS are independent entities.

Please be advised that presently Registered Representative Patrick Smith holds FINRA Series 7 registration & Series 66 licenses in Texas, Arizona, Florida and Oklahoma. Patrick Smith holds licenses for the sale of Life & Health Insurance and Annuities in Texas, Florida and Illinois. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Patrick Smith before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Center Street Securities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.

The information being provided is a courtesy. When you click on any link to another website provided herewith, you  are leaving this site.

Bering Financial makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving the Bering Financial website and assume total responsibility and risk for your use of these sites.

Information regarding securities issues and markets is obtained from sources believed to be reliable, but is not guaranteed as to accuracy, completeness, or fitness to a particular use. This website is intended solely to convey general information about the products and services provided by Bering Financial and is not investment advice or the solicitation for the purchase or sale of any security, product or service.

© 2018 BERING FINANCIAL