Investments

Some of the professionals with our firm are currently registered to conduct securities business through Lion Street.  Lion Street is a broker-dealer that helps us provide professional financial services, product selection, investment tools, and financial transaction processing.  Lion Street assists us in providing services to our clients to meet their retirement goals.

Lion Street provides a broad range of products and services from the nation's leading investment companies, thus creating a unique investment portfolio based upon your personal needs.  These include:

• Mutual funds
• Annuities
• Variable life
• Research
• Securities
• Advisory services
• Retirement plans
• Estate planning

Most corporations and affluent individuals take a planning approach to long-term financial decisions.  However, when it comes to investments, they find that they are left with a transactional approach because investment options are spread among stockbrokers, bankers, and other investment resources.  Each of these institutions competes to maximize money under management, but no institution takes responsibility for comprehensive planning.  With so much at stake, it makes more sense for corporations and affluent individuals to achieve an integrated planning approach, combining various strategies into one comprehensive plan.

Berz Financial Partners supports this integrated approach in several ways.  Because Member Firms of Berz Financial Partners advise clients on a wide range of insurance and benefits issues, you are able to analyze investment decisions in the context of other planning and product decisions.  And, because our advisors can link client planning data with the firm's access to sophisticated economic, investment, and money management analytical resources, you get a higher level of advice.

Lion Street brings dedicated products and resources to Berz Financial Partners clients.  We have designed products for you, the client, that can meet your specific investment preferences.  Lion Street is designed to take your needs into consideration when developing resources and investment opportunities.  As a result, we are able to offer products that are geared for your specific financial concerns.  Lion Street is a technologically advanced broker-dealer.