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.

Far From Retirement

Whether you need help with managing your wealth, setting up an investment plan, or putting together a savings plan for a lifetime goal, we can help you to plan and manage your financial future so that you have clarity and confidence.

You may not be thinking about retirement-and yet, that’s perfectly alright. The CJ Berry Group is here to help you plan so one day you will be able to retire with confidence. Some of the ways we assist clients who are far from retirement include:

Comprehensive Financial Planning

For those far from retirement, we often focus on other financial goals, such as saving for college for children or setting up systematic investment planning to save for a major financial goal in the distant future, such as retirement.

Wealth Management

When you’re far from retirement you have the opportunity to make smart choices that could help to position you for a comfortable retirement later. Our team will help you make the most of this opportunity and assist you in allocating your assets so they are positioned to accumulate in an efficient way that will enable you to one day feel comfortable retiring.

Close to Retirement

You are not alone heading towards your lifelong goal of retirement. We are here to help you make strategic decisions and enter retirement feeling more confident about your future so that you can enjoy your retirement.

We’ll help you make an informed decision and plan carefully for retirement with the overall goal of not only making your assets last, but also maintaining a focus on capital appreciation as well. And when you’re ready for retirement, we’ll work with you to consider each of the following:

Comprehensive Financial Planning

It’s common for people entering retirement to overlook vital factors that affect the long-term well-being of their assets. We’ll work with you to determine if your assets should be reallocated to more conservative areas, and we’ll ensure that taxes and inflation are being accurately considered when deciding how much income is necessary for your retirement. We look at all aspects of your finances in great detail to make sure everything is in place and in your best interests—for now and for your future.

Tax Preparation

Our clients benefit greatly when their taxes and finances are fully aligned, so as a part of our comprehensive services at The CJ Berry Group we staff accountants who are ready to help you prepare your taxes in the coming year. We prepare income taxes for people who are retired starting at $149.

Wealth Management

Transitioning from work to retirement requires many adjustments to your finances and investments, one of which may be taking a more conservative and/or more active approach to wealth management. We work with each of our clients who are considering retirement to evaluate goals and risk tolerance as a part of our process. This way we can make informed recommendations for our clients that take into account all relevant information.

Already Retired

We’ll help you make the most of your retirement working to preserve income producing assets and utilizing strategies aimed towards reducing taxes in the future.  We want to help you to achieve your goals and if one of them is to leave a legacy to your family, we will help implement different estate planning, tax, and asset management techniques to help you to achieve your goal.

Many of our clients are already retired and enjoying a steady income; if this is you, asset management as well as tax and estate planning are far more important than retirement planning. Here are some of the solutions we offer for those already retired:

Elder Care Financial Plan

Planning for long-term care is never easy.  With the right team behind you, we can put a plan in place to make sure that you money lasts you for a lifetime, even if long-term care costs are part of the equation.

Tax Planning & Preparation

It’s important as a retiree to ensure you’re taking your retirement income from the most efficient area of your nest egg. Our tax advisors are here to help you accomplish this with confidence. We’ll examine your taxes closely to make sure you aren’t paying any more than is absolutely necessary. We will help you save even more during tax season by preparing taxes at a reduced rate for those who are 50 years or older.

Estate Planning

Leaving a legacy for your family is an important goal for many retirees. The CJ Berry Group is fully dedicated to helping you maximize your wealth utilizing key tax reduction and estate planning techniques. Our estate planning attorney at The Elder Care Firm, will ensure that all assets are titled properly to avoid probate and will help to set up legal documents so that you can be comfortable knowing your wealth will be efficiently distributed to the next generation.

Wealth Management

When you’re retired, we know that it’s more important than ever to monitor investment risk levels, especially if you are utilizing your assets as an income stream. Using professionally managed portfolios through Prosperity Capital Advisors, our investment advisor representatives help to manage risk based on your risk tolerance; our approach centers on making sure that you are utilizing a strategy that is dynamic enough to make changes towards preservation if the economy, market conditions, or a change in your risk tolerance indicates a change in your asset mix is necessary.