General Info

Robert Berger has been a financial planner in Indianapolis, Indiana for two decades. As an advisor with Benefit Planning, Inc., Bob focuses on providing financial, retirement and estate planning for Federal Government employees. He presents retirement workshops across the country, and he enjoys working closely with both federal and non-federal clients to design customized financial solutions that match their exact needs. Bob achieves great satisfaction in factoring in the different components of his clients financial lives to put together a customized strategy that works to help them meet their goals. Benefit Planning, Inc. is an independent firm not affiliated with Money Concepts Capital Corp. All securities through Money Concepts Capital Corp. Member FINRA/SIPC.