First and foremost, our team of advisors at The CJ Berry Group leads with a process of putting a client's best interests first with the Bucket Plan Best Interest Process.
Based on The Trusted Counsel Advantage, black belt level knowledge, and over a decade of experience, we understand that creating a wealth, estate and tax plan that holistically meets our clients needs takes time and touches upon a variety of topics including: Social Security timing, Estate Planning, Tax Planning, Retirement Income Planning and Medicare.
Our comprehensive planning process helps our clients answer critical questions, including:
Often times, financial professionals operate in silos without a full picture of your financial needs, goals, and resources. By taking the holistic approach, we look at all angles and are able to analyze and advise on your entire financial situation.
Our knowledgeable financial advisors will analyze your accounts and make adjustments based on economic conditions, inflation and interest rates. This way, we can help maximize income throughout retirement by also controlling taxes, fees, and risk in our recommendations.
Finally, as part of that financial plan, we make a commitment to put the needs of the client first. In addition, our commitment to our clients includes disclosing how we will be compensated for our financial advisory services.
At The CJ Berry Group, our team takes the holistic approach to financial planning. We try to help maximize your life-savings to accomplish your unique retirement goals by coordinating all critical areas of your financial life, including:
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Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”) an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to PCA’s investment advisory/management services. Christopher Berry is an Investment Advisor Representative of PCA. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.