Robert Berger has been a Financial Advisor since 1986 in Indianapolis, Indiana. Bob works with Benefit Planning, Inc., which specializes in financial, retirement and estate planning for Federal Government Employees. He has presented his retirement workshops across the country and works with clients in Indiana, Illinois, Ohio, Michigan, Tennessee, Florida, Virginia and New Mexico.
He works closely with both his Federal and non-Federal clients to design customized financial solutions that match their exact needs.
Since joining Benefit Planning, Inc., in 2005, as a Federal Government Employee specialist, 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, FBI, ATF, FDA, EEOC, USDA, Social Security Administration, Mine Safety and Health Administration, Department of Homeland Security, Department of Transportation, US Customs and Border Protection, Federal Women’s Program, US Bankruptcy Court, FEA, NAPS, the US Attorneys, CSSMA and National Labor Relations Board.
Bob and his wife Cathy are the proud parents of three daughters. As a lifetime resident of Indianapolis, he is an avid Colts fan. He is a leader in his church’s adult ministries, leads a monthly book club and enjoys the outdoors either cycling or hiking.
Benefit Planning, Inc. is an independent firm not affiliated with Money Concepts Capital Corp. All securities through Money Concepts Capital Corp. Member FINRA/SIPC.
Robert Berger CLU, ChFC, RICP is licensed to sell and/or discuss Securities Products only to residents of the states listed: AZ, DC, DE, FL, GA, IL, IN, KY, MI, NC, NM, OH, TN, VA
Robert Berger CLU, ChFC, RICP is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: IN
Robert Berger CLU, ChFC, RICP is licensed to sell and/or discuss Insurance Products only to residents of the states listed: