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Home 2018-02-01T12:40:43+00:00

ABOUT

Align your financial needs with your personal goals through the holistic financial plan

The CJ Berry Group is a  retirement planning and wealth management firm based in Brighton, Michigan with satellite offices in Bloomfield Hills, Livonia, and Novi. We bring holistic planning to middle-class families that normally would only be reserved for the very rich and wealthy through a family office model.

OUR SERVICES

We can help you no matter where you are at in your life.

With our cutting edge strategies, backed by technology, we can assist you in achieving your goals and dreams.

ESTATE PLANNING

Estate planning is so much more than just about whether you need a will or a trust.

ESTATE PLANNING

Estate planning is about protecting what you value for your loved ones and heirs. It involves coordinating an integrated financial and legal plan.

INVESTMENTS

Investment management is an important part of an overall financial plan.

INVESTMENTS

We work with each client to design a portfolio specific for individual investment needs, goals and objectives because we believe no two clients are the same.

INSURANCE

Insurance and the protection it may provide can be an essential part of a complete financial plan.

INSURANCE

We will help determine where insurance may fit into your overall financial picture, and look for the most appropriate and cost effective products for your specific needs.

SOCIAL SECURITY STRATEGIES

The perfect timing and coordination of your Social Security income is your ticket to a secure and comfortable retirement.

SOCIAL SECURITY STRATEGIES

Advisors are waking up to the benefits of helping clients maximize their retirement income strategies by wading through arcane Social Security rules.

TAX PLANNING

It’s important as a retiree to ensure you’re taking your retirement income from the most efficient area of your nest egg.

TAX PLANNING

We will find ways for you to minimize your taxable income while also building long-term solutions that may lead to even greater tax help down the road.

MEDICARE

Our team is contracted with most major carriers in our area so that we can offer our clients the most up to date and competitive plans available.

MEDICARE

At The CJ Berry Group, we offer a complete array of Medicare products including Medicare Supplement plans (Medigap plans), Medicare Advantage plans and Medicare Prescription Drug Plans.

LONG-TERM CARE PLANNING

We know that long-term care can be expensive, so we at the CJ Berry Group can help you develop a roadmap on how to pay for long-term care.

LONG-TERM CARE PLANNING

As an integral part of the plan, we investigate government programs such as Medicaid and Veterans Benefits for qualifying veterans to further reduce the out-of-pocket expense for care.

February 2018

Let us help you reach your vision for the future.