Berrin Management Group., LLC

 

We Have Served 1,000’s of Educators and Non-Profit Employees through 50 years of

combined experience between partners

Robert Berrin and Stuart Berrin. 

We have worked with hundreds of schools, hospitals and non-profit groups throughout New York, New Jersey, Connecticut and south east Florida.  Helping thousands of employees plan for and enjoy a secure retirement. 

 

Berrin Management Group is an independent financial advisory firm and offers a wide array of innovative financial products and services.  

 

We have been offering Tax Sheltered Accounts since 1983 and are fully versed in the  the New York State Teachers Retirement System and Florida Retirement System. 

 

                 We will help you navigate the confusing world of Tax Sheltered Annuities.

 

                                 Why We're Different

 

                                               We will help coordinate

             Your TSA, Pension and Retirement Incentive (if applicable)

One of our specialties is helping to provide income and protect principal by utilizing  unique strategies not offered by typical brokerage firms or financial planners. Due to the depth of our knowledge and experience we are able to apply proprietary cutting edge technology to your situation which may help solve your financial challenges.

    Schedule Your Complimentary/No Obligation Review

             of your TSA and retirement system options

                               at your school or home

                                for your convenience.

                Florida employees may come in to our Boca Raton office as well.

 

Whether you are near retirement or 15 years away,

Berrin Managment Group is here to help.

 We are available for presenting complimentary seminars regarding your retirement system and or a TSA overview at your school or offsite location, please ask us.
Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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Newsletters

Note to Self: Check Beneficiary Designations

Outdated beneficiary forms have the potential to cause needless grief and hardship for surviving loved ones who are your intended heirs.

The Long Road Ahead

The stock market has had its share of roller-coaster thrills lately, but don’t be tempted to react emotionally.

Retirement Countdown in a Down Market

The process leading up to retirement should begin years beforehand to help protect portfolio assets in the event that the markets are affected by unfavorable economic conditions.

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

More Newsletters →