Financially Empowering Women

At Berger Financial Group, we recognize the unique financial needs and challenges that women face. We are dedicated to financially empowering women, offering tailored services and expertise to help them achieve their financial goals and navigate various life stages with confidence.

What Financial Planning Services Do You Offer Female Investors?

At our firm, we specialize in a wide range of financial planning services tailored specifically for women. This includes investment management, retirement planning, and assisting in major life transitions like buying or selling a house, or estate planning. Our goal is to support women in all aspects of their financial lives.

What Types of Financial Projects or Female Investors Have You Helped Recently or in the Past?

Our recent projects include guiding a woman through her retirement process after a long career, and assisting women undergoing or contemplating divorce. We focus on ensuring financial security and stability for women, regardless of their life stage or circumstances.

What Is Your Process for Guiding Female Investors Through the Financial Process from Start to Finish?

Our process begins with an initial meeting to listen and understand your specific needs. Whether it involves managing your 401k, rolling over accounts, or creating a comprehensive financial plan, we gather necessary data and guide you step-by-step. This process includes setting a properly allocated portfolio based on your risk tolerance and continues with ongoing support through annual meetings and financial planning.

How Do You Engage With a Female Investor From the First Call Through?

The journey starts with a first meeting – either a phone call, a Zoom meeting, or an in-person session. Our priority is to listen to your needs and educate you on our services to ensure a perfect fit. We focus on building a relationship based on understanding and trust from the very beginning.

What Are the Consequences of Not Hiring an Experienced Financial Advisor or Hiring the Wrong One?

Without professional guidance, many investors might miss crucial aspects of finance and investing, leading to potentially significant pitfalls. Empowering women to make informed financial decisions is essential and working with a fiduciary advisor, who places your interests first, is vital. Hiring the wrong advisor could mean dealing with non-transparent practices and not having your best interests prioritized.

Why Is Your Financial Group Different & How Do You Ensure a Successful Outcome?

Our firm stands out due to its woman-centric approach in a traditionally male-dominated industry. We offer a diverse range of advisors with varying ages and experiences, ensuring a good match for each client. Unique to our firm is our in-house tax department, including four CPAs, providing extensive tax planning and preparation services.

Start Your Financial Journey Today

Ready to take control of your financial future? Contact us at 763-746-2666 or fill out the online form below. We are excited to partner with you on your financial journey!