Mark J. Berdan, CLU, ChFC
"Financial planning can be overwhelming!"
We hear those words daily, because planning a flexible strategy for retirement and college is a challenging task.
Trying to fit this in while running a business, household or both can require more energy and expertise than you may have.
Add in the need for specific knowledge about products like life and health insurance and suddenly you have less time for family and the things that make life worth living.
Fortunately there is Berdan Benefits.
"Honesty is, in fact, the policy that pays the best."
—Winston Churchill
Offering a wide variety of financial products in California since 1985, the professional team at Berdan Benefits is here to provide guidance and support to our clients on their path towards reaching their financial goals. Those goals may be to protect your business, family, finances, future or all of the above.
We bring our clients a solid track record, with people and tools that can help guide their efforts to stay organized, protect their benefits, maximize their financial wealth, and minimize their risk.
"Expect the best, plan for the worst, and prepare to be surprised."
—Denis Waitley
We are very proud that our clients stand by us over the years, returning time and again to discuss their evolving needs as their businesses and families grow.
We are even more proud that so many of our clients continue to refer us to their family and friends.
With so many choices in the marketplace, there isn't a better complement than a recommendation from a happy client!
"Facts do not cease to exist because they are ignored."
—Aldous Huxley
This is a good time to learn more about Berdan Benefits. While you are here we would like to offer you some useful calculators, timely newsletters, informative webinars, and dozens of helpful articles.
See for yourself how Mark Berdan and his team of insurance and financial professionals will treat you like family. We want our clients to make informed, educated decisions about their finances. Contact us to start the discussion about what makes sense for you.
Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
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A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.