CHRISTEN BERMAN, Managing Director

Christen Berman is a “Financial Peace of Mind Strategist” with over 11 years of experience in financial services.

Peace of Mind is a critical component to living a life you love, and feeling confident about the strength of your financial security throughout your life is key to achieving true peace of mind.

One of the most important keys to achieving long-lasting financial success is to understand and mange your tax liability both now and in the future.

Christen’s mission is to educate business owners and CPA’s on the importance of tax planning and why future taxes and future tax increases will likely be the single biggest threat to our wealth and retirement security over the next 10 – 30 years. 

Christen works with a successful team of CPA’s who specialize in comprehensive tax strategies that can’t be found on Main Street. Her team of CPA’s have saved both Wall Street companies and small business owners over $1 billion in taxes, with many clients experiencing a 50% reduction in their tax liability.

We invite you to explore how our unique tax planning strategies could put you in the position to not only survive but thrive in the coming era of increasing taxes.