As a self-employed individual, you may be comfortable striking out on your own, but you may also face a financial situation that is complicated because of your independence. You have unique issues, such as unpredictable cash flow, and the necessity of understanding your options when it comes to minimizing income taxes or selecting retirement plan options.

We specialize in working with independent professionals, including consultants, attorneys, and IT specialists. We work with you to offer financial planning and investment management services tailored to your needs and goals. Our goal is to simplify your financial life so you can concentrate on the things that are most important to you.

Services for Self-Employed Professionals

 

As a self-employed individual, you’re comfortable striking out on your own. But that doesn’t mean that you couldn’t benefit from sensible financial guidance. In fact, your financial situation may be even more complicated because of your independence.

Berno Financial Management can help self-employed professionals navigate the many financial decisions they need to make, including managing cash flow, making insurance decisions, minimizing income taxes and planning for retirement.

Our firm offers a full suite of financial planning services for independent professionals, including consultants, attorneys and IT specialists. We focus on working with high-income individuals who are looking for guidance to achieve financial success. We can help you, as a self-employed professional, address your specific areas of concern, including:

  • How can you better manage unpredictable cash flow?
  • Do you need individual disability and life insurance plans?
  • Are you taking advantage of all available strategies to minimize your income taxes?
  • What is the best way to save and invest for a child’s college education?
  • What tax-advantaged options do you have to save for retirement?

What are the advantages of an individual 401(k) plan? As you can see, there are many questions to answer, not just today, but as you continue to live your dream. Berno Financial Management can help you answer these and other questions.

Your time is valuable, and we strive to help you simplify your financial life so you can concentrate on the things that are truly important to you. Contact us today to schedule a complimentary consultation and learn more about how Berno Financial Management can help you, as a self-employed professional, identify your goals and concerns and implement a sound long-term financial plan.