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. Founder, Christopher J. Berry, J.D. is a trusted counselor, who, early in his career, recognized a significant need in the legal and financial services industry for independent, holistic planning for middle-class Americans. He established The Elder Care Firm in 2005 to help clients legally protect against probate, lawsuits and the devasting cost of long-term care.
After years of his clients asking for more trusted counsel, Chris began offering financial and insurance services to his clients in 2008. Since then he has grown his team of professionals with the mission to serve our community as an advisor, bringing together all critical areas of financial planning–whether collaborating with our team internally or working with your established professionals such as accountants, brokers, attorneys, insurance agents and similar. Through this approach, we can help eliminate any gaps or redundancies and identify new opportunities to align your hard-earned life savings with your retirement goals.
The CJ Berry Group brings holistic planning to middle-class families that normally would only be reserved for the very rich and wealthy through a family office model.
Christopher is one of a handful of holistic advisors that have been through The Bucket Plan® Certification which is a holistic, best client interest process. Chris is also a member of the American Financial Education Alliance and National Academy of Financial Educators.