At Berkeley, Inc., our professionals are focused on what’s best for you. We help plan your financial future, answering questions you might have and addressing your concerns, and developing strategies to help you reach your goals. We manage your investment assets in a rational, thoughtful manner and advise on financial issues that inevitably arise throughout your life.

Initial Meeting 

Through a complimentary meeting we take the time to get to know you and discuss your financial situation so we can jointly decide whether our services can best fit your needs. Bringing current account statements, your tax return and any prior prepared financial plans to this meeting helps facilitate the process.

If it makes sense to move forward, we will have you complete information documents sothat we can best understand your objectives, concerns and goals; vital requirements for serving you best.

 Financial Planning

-data gathering process, including statements and worksheets

-analysis review meeting

-financial plan presentation

-implementation of plan

Investment Management

-data gathering process, including current statements

-asset allocation analysis

-establish accounts with Charles Schwab or TD Ameritrade

-account transfers

-monthly statements from custodian

-quarterly performance reports from Berkeley, Inc

-periodic meetings at your convenience