“Attorney’s Advantage” is our personal retirement planning service designed specifically for attorneys. This service leverages our unrestricted ability as a unique, independent, fee-only firm to serve you.
Services provided include:
- 1. A personal financial profile based on academic, psychographic principles
- to identify the appropriate asset allocation to achieve your investment
- return and risk profile. This is a diligent, sound process to use as the base
- for your investment portfolio.
- 2. A portfolio using your firm’s existing list of available investment options or,
- within your plan’s rules, a self-directed account using low cost Exchange
- Traded Funds, (ETF’s) or other mutual funds. We may be able to
- significantly lower the internal expenses of your retirement plan
- investments.
- 3. A customized investment portfolio using the same website access as your
- firm’s current retirement plan. That is one of the beauties of our
- independence!
- 4. Personalized performance reporting on a time-weighted basis (adjusted to
- account for your contributions to reflect a “pure” investment return).
- 5. Integration of your retirement plan account at your firm with any other IRA
- account or taxable account investments, thereby using a “Total Portfolio
- Approach” for you.
In addition, based on your personal needs, we can provide a personal goals-based retirement plan for you and address any other personal financial questions you may have now or in the future.
If you have an IRA Roll-Over separate from your employer plan, we can charge a proportionate share of our management fee to your IRA as a non-taxable distribution or bill a non-retirement plan account or invoice you directly.
Ask yourself the following questions: Is your retirement plan on track? Do you have a Plan B? Are you ready for higher tax rates on your income? Are you ready for higher inflation? Is your portfolio broadly diversified and positioned for a stock market recovery or a prolonged weak market? Do you have the time and expertise to make the right decisions?
Brief Introduction to Berno Financial Management, Inc.
Our mission: To help our clients achieve financial peace of mind.
We provide comprehensive, fee-only personal wealth management and investment advisory services. We are completely independent and unbiased. We act as a Fiduciary and put our client’s interests first.
Founded 1993. Member of The National Association of Personal Financial Advisors. |