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focused on your financial security in retirement

Does your portfolio have too much risk?

Or not enough?

Knowing your risk score can help you make appropriate investment choices. Find out your risk score with our RiskAlyze tool!
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Get your retirement guide!

This retirement guide addresses topics you should consider when planning your retirement. Enter your information to get your guide!

Retirement Kit

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When you have financial concerns, we want to help you address them.

Market fluctuations and economic uncertainty can present challenges for your financial strategy and it may take more than just market performance to provide you with the confidence you deserve for your financial future. That’s why we are committed to earning your trust, thoroughly understanding your goals and dreams, and helping you feel confident in your financial strategies.

With To & Through Retirement, helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make recommendations that are in your interest, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.

Contact us at stevem@berthelrep.com or call us at 724.656.8030 to schedule a time to discuss your financial situation and the potential role of insurance in your financial strategy.

Why Work With Us?

 
 

We address the most complicated choices you'll face.

We use a research-oriented planning approach.

Our goal is to make complex, confusing and intimidating topics easily understandable.

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