The David Berdow Company, LLC. is a financial planning company with over 40 years of combined experience and and our scope of services range from fee based financial planning to the management assets.

Financial planning is the foundation for anyone developing a disciplined approach with his or her finances. In our experience, we have seen many clients with a less than advantageous financial outlook. One of the leading factors of this is the absence of a clear and systematic approach to their financial goals. Financial plans are not produced contingent on the sale of product, however are developed based upon your individual needs and upon completion of a plan our team helps you implement the plan recommendations. 

We work with numerous asset managers while helping our clients design an investment portfolio that matches their specific needs. Our advisors work with a broad scope of retirement plans ranging from Defined Benefit Plans to Defined Contribution Plans. Our insurance portfolio includes Medical, Dental, Disability, Life and Long Term Care Insurance with highly rated insurance carriers. 

Thank you for taking the time to visit our website and we look forward to hearing from you. 

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Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Disability Income Insurance

How much Disability Income Insurance do you need?

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What Does a Fed Chairman Do?

The Federal Reserve plays an important role in our economy, and the chairman is its most visible player. His behavior is a good source of clues about what the future may hold.

Confident in Consumer Confidence?

The consumer confidence index can be a useful tool, but it should play only a minor role in an investor’s overall outlook.

Keeping Up with College Costs

The cost of a college education continues to rise rapidly, reaching new highs along the way. This worksheet can help you prepare for these mounting costs.

Mark Your Calendar

Once we approach the end of our working years, birthdays take on a renewed importance.

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September 03, 2010 @ 09:25 AM

Nasdaq Composite 2,200.01+ 23.17
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S&P Small-Cap 600 338.08+ 3.71
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10 Year Treasury Note 2.62+ 0.05

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