Services

Creating a retirement plan is a key component of building a solid financial foundation. We can help you determine how you want to spend your retirement—and how much it could cost.

We have developed a number of strategies which can be implemented for clients who have unique financial and estate planning requirements.

Estate planning is the process used to organize one’s affairs so that your goals are achieved both during your lifetime and after your passing. 

For business owners, group retirement and savings plans can play a key role in attracting and retaining quality employees.  Just like you, your dedicated employees are working towards a safe, secure future. Either provided independently or paired with group benefits, a group savings plan is a convenient, flexible and affordable way to help your employees reach their long-term financial goals.

At Berard Financial Group, we pride ourselves on being able to offer businesses the very best solutions available in the marketplace today. We achieve this through independence, with access to virtually every insurance provider in the country. By having access to all companies and products, we are able to offer the best strategies possible for each company’s unique needs.