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1847Financial - Berwick

You can’t predict what the future holds. But it’s crucial to protect what you’ve built — for yourself, and for those depending on you. Proper insurance planning can safeguard your financial wellbeing from whatever life brings. Together, we’ll make sure you’re prepared for anything.

View Our Process

Our Areas Of Expertise

Income Protection

Ask Yourself
•If I become sick or hurt and can’t work, what would my income be?
• How long will my savings and assets last without receiving income?
• Could I still support myself and my family?

Life Insurance

We Discuss
• How much life insurance coverage do I need?
• What type of policy is best for my situation?
• Does my coverage provide a tax-free income stream?

Retirement Planning

Weigh the options
• Should I contribute more to my SEP, 401(k), IRA, or Roth IRA?
• How much money do I need to retire comfortably?
• What rate of return and risk should I target?

College Funding

• How much will tuition cost when my children attend college?
• What are all of my investment options?
• What tax advantages and risks are involved?

Custom plans for every stage of life.

Wherever you go, we'll go there with you.

What Matters Most

What Matters Most

Estate plans for you and your loved ones.

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Financial Strategies

Financial Strategies

A sound financial roadmap is just the start.

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Life’s Milestones

Life’s Milestones

Financial advice for every situation.

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