Formerly referred to as “custody” and “access”, decision making-responsibility and parenting time are not always easy issues to resolve. Dylan can assist you reach a resolution that is in your children’s best interests, while approaching your family’s situation with sensitivity, respect, and pragmatism.
If you are a parent and going through a separation, you will be faced with difficult decisions about your children, including questions like:
- Who will make major decisions about your children and how will those decisions be made?
- Will your children live with you and how much time will your children spend with each parent?
How we help
- Identify growth opportunities and expand market presence
200+
2,700+
Why us
Trusted experts with years of experience and industry accreditations
At Beratung, we are dedicated to guiding you on your financial journey with expertise, integrity, and a personalized approach. Our team of experienced financial consultants is committed to helping you unlock your full financial potential, one step at a time.
Our mission is to empower you with the knowledge and tools to make informed decisions, secure your financial stability, and achieve lasting success.
A decade of proven financial expertise.
Serving a thriving community of satisfied customers.
A dedicated team of financial experts at your service.
Our process
Getting to Know You
Prior to formal engagement, we prioritize understanding your personal situation, financial goals, and key concerns that drive your search for financial advice. This forms the basis for a mutually agreed-upon scope of work. Please find below a comprehensive list of our capabilities.
Gaining Clarity on Your Finances
Our comprehensive planning engagements start by jointly assessing your balance sheet and cash flow. Access our secure client portal to upload documents or link your accounts electronically.
Building Your Financial Vision
We collaborate with you to prioritize your goals and assess the financial choices and risks involved in achieving them. Through close partnership, we establish a baseline projection of your future financial wealth, providing a roadmap for your success.
Analyzing Tradeoffs
We use our financial model to develop alternative scenarios, informing recommendations on taxes, insurance, and investments to align with your goals. Exploring scenarios to align recommendations.
- Our expertise
Craft effective strategies to drive competitiveness and achieve business objectives.
Streamline operations and improve efficiency to maximize productivity and reduce costs.
Gain valuable insights into your target market, competitors, and customer needs.
Navigate organizational change smoothly and ensure successful implementation.
Our partners with leading technology providers to guide our clients through the implementation process.
Scale, growth and optimizing as fast as you need to.
In today’s fast-paced business landscape, staying ahead requires the ability to scale, grow, and optimize operations at the speed of your ambitions. Our comprehensive solutions empower you to unleash the full potential of your business, providing the tools, strategies, and guidance needed to drive sustainable growth.
- Our values
Integrity
Acting with honesty and transparency.
Excellence
Striving for high-quality work and exceeding expectations.
Collaboration
Fostering teamwork and open communication.
Client-Centricity
Putting clients’ needs first.
Adaptability
Being flexible and adaptable to change.
Confidentiality
Respecting client privacy and data security.
Success stories
Explore our success stories to see how we have helped businesses like yours overcome challenges and achieve tangible results.
What we're thinking
Ready to achieve your goals? Let us guide you!
Leave us a little info, and we’ll be in touch.
Reach out to us today to discuss your business challenges and explore.
Industries
Building wealth, creating futures.
Services
To meet your needs
Financial planning
Investment planning
Tailored investment strategies to help clients grow their wealth and achieve their financial goals.
Retirement planning
Comprehensive retirement plans designed to secure a comfortable and worry-free future.
Education planning
Guidance on saving and investing for educational expenses, such as college tuition.
Wealth management
Portfolio management
Active management of investment portfolios to optimize returns while managing risk.
Asset allocation
Strategic allocation of assets to achieve diversification and maximize long-term growth potential.
Risk management
Assessment and mitigation of financial risks through insurance solutions and other strategies.
Tax & Estate planning
Tax planning
Expert guidance on minimizing tax liabilities, maximizing deductions, and optimizing tax strategies.
Estate planning
Comprehensive estate plans that ensure a smooth transfer of wealth and minimize estate taxes.
Wealth preservation
Strategies to protect assets and wealth for future generations while minimizing tax implications.
Articles
Valuable insights that empower your decision-making
No two paths at Beratung are the same, and many of us find ourselves in roles far from where we started. The opportunity is endless.
