Berman McAleer, Inc.

Welcome to Berman McAleer

The professionals of Berman McAleer, Inc. provide financial advice dedicated to total wealth management.  Areas of specialty include investment management*, estate planning*, retirement planning*, risk management*, insurance planning, education funding, and long term tax planning as elements of the comprehensive financial planning process. 

At Berman McAleer we believe that financial planning is a process, not a product. It is a process that involves discovering your goals and developing a plan to meet those goals. As your financial professionals, we will do everything possible to keep you focused on where you want to go, advise you on how to get there, and remain committed to the disciplined approach necessary to realizing your full financial potential.

Our philosophy is to provide clients with outstanding service and thorough advice.  We pride ourselves in having a knowledgeable, capable and experienced staff of professionals, available to assist clients in every possible way.

Our firm was founded on the belief that the interests of clients must always come first.  Our goal is to provide clients with the information and guidance necessary to make sound and informed financial decisions. Our financial professionals provide a wide range of financial services for those who want to protect and grow their financial assets.

Thank you for visiting our web site.  Please use it often to track and research your investments, communicate with us via e-mail, and obtain useful and timely information on a variety of financial topics. 
Calculators

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Newsletters

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

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