Financial Planning

Achieving your goals requires a comprehensive, flexible plan – one that you can follow and understand.
We provide experienced wealth management advice, investment expertise, clarity, accountability, and the visibility to track progress with your ROI (return on investment) in mind.

financial planning services

You know what you want your destination to be; now it’s time to build the road to get there. Do you want to start a new business, travel the world, or just take some much-needed R&R after decades of working hard? No matter the destination, you can trust Berkshire Money Management to help you throughout your financial planning journey. After we help you determine where you’d like to go, it’s Berkshire Money Management’s job to show you which steps to take in order to make the drive through life as smooth as possible – especially when it comes to retirement and money management. We take the time to get to know every one of our clients and their families, so we have your personal goals in mind the entire time.

Experience the Berkshire Money Management difference – call us today at (413) 997-2006 or contact us online to learn more about our financial planning services in Dalton, MA.

Our Financial Advisors Care About You

We do so much more than navigate your investments. Our team will look out for potential speed bumps and help you take proper action to protect and prepare your family and yourself for the road ahead. Our financial planners will help you answer the questions you didn’t even know to ask, including questions about insurance (including Medicare), taxes, money management, and retirement and estate planning.

Many of our clients have done such an excellent job saving throughout their lives, but they have no idea the potential tax burden their responsibility has created for them. Throughout this holistic process, we’ll consider every angle to help make your money go further for you. Everyone deserves to have a plan, so let Berkshire Money Management work with you to determine where you want to go with your money, and how to get there.

Why Choose Berkshire Money Management for Your Financial Planning Services?

At Berkshire Money Management, we focus on building relationships with our clients, which is essential when you’re trusting someone with your money. We get to know all of our clients and their families and treat their financial needs with confidentiality and respect. And, when you call our offices, you’ll always speak to a real person, not a robot. When you work with your local financial advisors at Berkshire Money Management, you can rest assured that our team is working to maximize your chances of achieving your financial goals.

Call Berkshire Money Management for local financial planning services in Dalton, MA and the surrounding areas. We’d be happy to discuss our financial planning services and how they could benefit you and your family’s financial health. Give us a call at (413) 997-2006 or contact us online to learn more.