Robert Berger has been a Financial Advisor with Money Concepts Capital Corp. since 1986 in Indianapolis, Indiana. Bob works with Benefit Planning, Inc., which specializes in financial, retirement and estate planning for Federal Government Employees. He has presented his retirement workshops across the country and works with clients in Indiana, Illinois, Ohio, Michigan, Florida, Virginia and New Mexico.

He works closely with both his Federal and non-Federal clients to design customized financial solutions that match their exact needs.

HISTORY

Bob is a native of Indianapolis. Upon graduation from Taylor University in Upland, Indiana, he served as Area Director for Young Life in Indianapolis. After seven years with Young Life, he joined his father in the life insurance business in 1986 where he enjoyed developing relationships with his clients and working with them to meet their goals and objectives. He quickly acquired additional financial products and services that can be utilized in developing financial strategies for his clients. He uses his years of experience to help his clients look at their total financial picture. Bob considers himself a problem solver. He sees each financial plan as a puzzle. Each piece must be strategically and accurately placed to give his clients a financial picture they can understand and that meets their needs and goals.

FEDERAL EMPLOYEE PRESENTATIONS

Since joining Benefit Planning, Inc., in 2005, as a Federal Government Employee professional, Bob has been a speaker and presenter for many Federal Agencies and Associations across the United States including; the US Marshals, DEA, US Secret Service, FBI, ATF, FDA, EEOC, USDA, Social Security Administration, Mine Safety and Health Administration, Department of Homeland Security, Department of Transportation, US Customs and Border Protection, Federal Women’s Program, US Bankruptcy Court, FEA, NAPS, the US Attorneys, CSSMA and National Labor Relations Board.

ACHIEVEMENTS

Licenses and designations

Bob holds FINRA securities licenses: 6, 63,65,7 as a Registered Representative and an Investment Advisor Representative. He also holds the following licenses and designations:

• Securities Licensed in VA, OH, NM, MI, IN, IL, GA, FL
• Variable Health licensed in the states of OH, NM, IN, IL, FL and MI
• Variable Life & Annuities licensed in the states of OH, NM, MI, IN and IL
• CLU®, Chartered Life Underwriter
• RICP®, Retirement Income Certified Professional® from the American College
• ChFC^® ,Chartered Financial Consultant®, from the American College

Check the background of this investment professional on FINRA’s BrokerCheck.