Berrin Management Group., LLC

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Berrin Management Group, LLC is a full service, independent financial advisory firm with over 48 years of experience between the two partners, Robert Berrin and Stuart Berrin.  We will help define your goals and objectives, design and implement a strategy to help you meet them.

Why We're Different

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.

 

"Investment Rebuilding Workshop"

Click here to find out  about the upcoming seminars on March 26th

 

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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Hot Topic: Historic Stimulus Strives to Spur Economy

In an attempt to address the nation's ongoing economic challenges, Congress has passed and the president has signed the American Recovery and Reinvestment Act of 2009. The $787 billion package is remarkable not only in its scale and scope but in the speed of its passage as well.

Charity That Pays

By organizing your giving, you can make it more effective, allowing your largess to benefit not only the intended charity, but potentially yourself and your heirs. Two popular ways to structure your giving are charitable lead trusts and charitable remainder trusts.

Variables You Can Count On

One way to pursue gains in the stock market while also limiting downside risks is through the use of living benefit guarantees that are offered with some variable annuities (for an additional cost).

TIPS for Managing Inflation

The U.S. Treasury issues a form of debt that helps protect investors from the effects of inflation: Treasury Inflation-Protected Securities (TIPS).

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