Robert G Berger [ChFEBC℠]
9165 Otis Ave
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
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.