Robert Berger

Robert G Berger [ChFEBC℠]

9165 Otis Ave
Suite 214
Indianapolis, IN 46216

Original Certification Date: 1/12/2005

Organization: Benefit Planning Inc.

Broker-Dealer: Money Concepts Capital Corp

Phone: (317) 844-0888
Fax: (317) 713-3272

Email: rberger@benefit-planning.com

States Currently Licensed: IN, IL, OH, MI, VA, FL, NM

Primary State Insurance License #: 1733730

CRD #: 1620803

Primary Insurance: Pinnacle Insurance LLC

Services: Since 1987, Benefits Planning, Inc. has specialized in Federal Benefit Planning for Civil Service Retirement Systems (CSRS) and Federal Employee Retirement System (FERS) employees. Benefit planning advisors, through Money Concepts Capital Corp., help federal employees understand and navigate their benefits and provide guidance for integrating their benefits package into a personal financial plan which includes retirement, financial and estate planning.

Primary Investment: Independent Advisor

Additional information: Benefit planning, Inc. offers federal benefits and retirement training. Workshops and seminars allowing agencies to fulfill their required employee training goals. Benefits planning, Inc. is an approved GSA contracted vendor.