Alternative Investment; Annuities; Asset Management/Protection; Education Funding- 529 Plan; Client
Benefit Planning, Inc. at Money Concepts- Robert Berger- Financial Advisor
Financial Planning, financial planning advice
Robert Berger has been a financial planner in Indianapolis, Indiana for two decades. As an advisor with Benefit Planning, Inc., Bob focuses on providing financial, retirement and estate planning for Federal Government employees. He presents retirement workshops across the country, and he enjoys working closely with both federal and non-federal clients to design customized financial solutions that match their exact needs. Bob achieves great satisfaction in factoring in the different components of his clients’ financial lives to put together a customized strategy that works to help them meet their goals.
, financial planning advice
Contact Benefit Planning, Inc. at Money Concepts- Robert Berger- Financial Advisor
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