Whether you want to begin saving for your children's education or you want to ensure financial security for you and your loved ones, going through the financial planning process with Janice Berner, Financial Advisor, CPA/MBA, CLTC can help you make solid decisions about these and other important financial concerns.

This financial plan package includes:

• Identification of your goals, priorities, risk tolerance and money personality


• A review of your legal documents and estate planning needs by one of our in-house attorneys


• Access to our team of CPAs, investment managers adn product specialists


• A minimum of three face-to-face meetings with a qualified financial planner


• A comprehensive written plan with analysis and recommendations


• Annual reviews of your plan to ensure that you're on track towards meeting your goals.