ALPERT BERDY RETIREMENT ADVISING
Working For You
Whether you are looking for quality investment options, or if you want to create a steady monthly income during your retirement years, or you want to be the best possible steward of your estate for your heirs, I can help you.
I work with clients, providing exceptional consulting services that are catered specifically to their needs.
FINANCIAL STATUS EVALUATION
ASSET ALLOCATION RECOMMENDATION
It starts with a brief phone call from you to me. We will schedule a time to meet, I can come meet you in your home or you can come meet me in my Southfield office.
At our meeting, I will figure out what you would like to accomplish and present you with my recommendation of the best possible solution for you.
In 18 years of doing this, almost everyone I have ever met with has learned something new and important from me. Knowledge is powerful and I am happy to share it with you.