How We Serve
Our comprehensive financial planning services can help answer your questions and address your concerns about a wide range of financial issues. Our services include: cash flow management, insurance needs, income tax management, employee benefit plans, education funding, investment management, retirement planning, charitable giving strategies, and estate planning.
Personal Wealth Management Service
Our Personal Wealth Management Service involves considering your complete financial picture for you and your family to address the various financial questions, issues and concerns that arise throughout each stage of life.
Financial Planning Consultation
Our Financial Planning Consultation is a modular or comprehensive financial plan with limited investment advice. It is designed for clients who will qualify for Personal Wealth Management.
Our Practice Specialties include Procter & Gamble Employees. Our experience in this area has enabled Berno Financial Management to offer wealth management services based around the specific needs of our clients. Our case study examples demonstrate our expertise in our practice specialties.