Client Access

Maximize your Money

Allison Berger

kiplinggraphic

On this Thursday, December 10, Allison Berger, CFP® will participate in “Maximize your Money,” a NAPFA retirement webchat in conjunction with Kiplinger.  This event offers free financial advice to consumers who may not otherwise be able to afford traditional financial planning services.  Allison will be available to answer questions from 1-3 pm.  If you or someone you know could use honest feedback on their financial situation, please join here.

 

 

 

 

avatar

Allison Berger

As an experienced Financial Advisor and partner, Allison builds custom financial solutions to enhance today and enrich tomorrow for our Wealth Management clients. Allison has a particular interest in working with clients in or on the cusp of retirement who want to delegate their portfolio management so they can enjoy life.

Download our 5 Questions to Ask Your Financial Advisor eBook
We break down some of the most important questions we are asked on a regular basis.
Blog Categories
Authors
Allison Berger 153
Angela Keeley-White 50
Bill Ramsay 45
Cameron Hendricks 58
Chad Smith 260
Christian Polanco 4
Colton Tickle 1
Darian Billingsley 7
Garrick King 7
Grace Kvantas 55
Grayson Blazek 64
Guest Authors 34
Haley Modlin 18
Heather Gudac 92
Jade Brookreson 1
Mike Eklund 189
Niamh Douglas 3
Will Holt 65

Do you know the right questions to ask when you sit down with a financial planner?

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we’re asked on a regular basis.

  • Hidden
  • This field is for validation purposes and should be left unchanged.