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)
Social Security Maximization
Trust & Estate Planning
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.