MassMutual Greater Pacific

 

 

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Financial Planning, Investments, and Insurance Services

To move from uncertainty to financial peace of mind, you need a someone you can trust to help you consolidate, coordinate, and simplify your financial affairs. Through our “client centered” financial planning process, we earn our clients' trust to become a leader in asset management, risk mitigation, and estate preservation. MassMutual Greater Pacific offers exceptional service with the use of innovative  technology and current economic research from industry experts. Our clients have relied on our excellent service, expertise, and integrity since 1851.

The “client centered” approach is a process centered around making clients an essential factor in the development of a successful plan rather than just a spectator. The process focuses on identifying and prioritizing client goals as well as educating our clients on the many approaches available to achieve their financial goals.

Bernd's mission is to help individuals and businesses develop financial objectives, and to achieve those objectives through various financial products and investment services that are designed to meet their present and future goals.

 

 

Needs VS. Wants

Every quarter Bernd likes to highlight a personal finance video. This month is about splurging and needs vs wants. To watch it, click on the image to the right.

 

 

 

 

You can schedule a no-obligation initial meeting by calling or emailing Bernd today!