We provide financial planning, investment and insurance advice that people need. Through our solutions-based advice approach, we equip individuals, families and small business owners with the tools they'll need for life's valley's and peaks.
How we do it?
Berknell Financial Group manages money for clients across the nation. Our commitment to delivering sound financial plans, optimal portfolios, and unparalleled client service has helped many people achieve financial success. This is how we help people like you:
• We act as your GPS throughout the entire investment process.
• We'll work with you to open, transfer and fund your account, then we'll provide the appropriate asset allocation and trade securities that will get you closer to your goals.
• We'll communicate to let you know of market conditions, road blocks, and most importantly when you reach your destination.
• We create financial plans for clients so that they can gain an understanding of their current financial situation, short-term, intermediate, and long term goals.
• Educate individuals on financial concepts and market events
• Review/implement employee and executive benefits
• Determine matters to address (i.e buy-sell agreements)
• Ensure that succession planning is in place.
Why Berknell Financial Group?
• Our independence and fiduciary responsibility allows us to truly put you first
• Experienced Advisors and Investment Policy Committee
• Access to specialists in planning areas (i.e 401(k) planning and group benefits)
• Access to insurance products from major institutions