Robert Berger Email & Phone Number

Robert Berger is a financial advisor with Benefit Planning, Inc. in Indianapolis, Indiana where he offers financial planning services to his clients in Indiana, Illinois, Florida, Ohio, and New Mexico. He works with his clients on benefit planning, insurance, estate planning, investment management and retirement planning. LPL Financial is not affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. LPL Financial does not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third-parties on our LinkedIn page. LPL FInancial does not control, serve, adopt or endorse any advertising, messages or content that LinkedIn may publish on it site or on the LPL Financial page. LPL Financial does not adopt or endorse any products, services, advertisements, recommendations or statements or any other content that may appear of LinkedIn or on other LinkedIn -affiliated sites. No part of this page is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice.This Page is intended for US persons only Any LPL Financial URLs or external websites mentioned on LinkedIn are unaffiliated with LPL Financial . LPL Financial has not been involved in the preparation of the content supplied at the unaffiliated sites and does not guarantee or assume any responsibility for its Content. Benefit Planning, Inc. is an independent firm not affiliated with LPL Financial . All securities through LPL Financial. Member FINRA/SIPC.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Listed skills include Estate Planning, Retirement Planning, Strategic Financial Planning, Retirement, and 1 others.

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  Financial Advisor

  Benefit Planning, Inc.

  1986 - Present - Indianapolis, Indiana, United States

  Robert Berger has been a Financial Advisor in Indianapolis, Indiana since 1986. Bob works with Benefit Planning, Inc., which specializes in financial, retirement and estate planning for Federal Government Employees. He has presented retirement workshops across the country and works with clients in Indiana, Illinois, Ohio, Florida, and New Mexico. He works closely with both Federal and non-Federal clients to design customized financial solutions that match their exact needs. Bob uses his years of experience to help his clients look at their total financial picture. Bob considers himself a problem solver. He sees each financial plan as a puzzle. Each piece must be strategically and accurately placed to give his clients a financial picture they can understand and that meets their goals.Bob has been a speaker and presenter for many Federal Agencies and Associations across the United States including the US Marshals, DEA, US Secret Service, Social Security Administration, Department of Homeland Security and the Department of Transportation.Bob holds designations as a ChFC®, Chartered Financial Consultant®, CLU®, Chartered Life Underwriter, RICP®, Retirement Income Certified Professional®Visit Bob's website: http://www.benefit-planning.com