My Mission
"To help individuals and business owners develop solutions tailored to their unique goals and objectives through a holistic approach. I will leverage my knowledge and expertise in Long Term Care and Retirement Planning to help you address risks and optimize your income during retirement."
I know that financial planning must be customized to individuals’ specific goals. Not only do I help my clients by managing and building upon their current situations and needs, but I also assist them in seeing their visions fulfilled by effectively planning for their future.
I have spent over twenty years building my practice by providing top quality financial services to my clients. Armed with extensive knowledge and experience, paired with passion and fervor to see my clients achieve financial prosperity and beyond, I specialize in providing strategic, comprehensive advice to help successful, women, attorney’s physicians, executives and business owners meet their financial goals. I also often collaborate with fellow advisors for additional areas of expertise.
In addition to helping my own clients thrive, I strive to positively impact the lives of the people I meet by educating them on the importance of financial planning, building a healthy relationship with money, and effectively planning for the future.
Resources for Business Owners 
With a focused expertise on the business owner, I can provide guidance for your business issues:
- Assess and Manage Risk
- Review and Select Employee Benefits
- Consider Other Benefits
- Plan Your Legacy
- Make a Financial Plan
Focus on Retirement
We’re living longer than ever—and that means retirement will last longer as well. To help ensure you have the lifestyle you want in the future, it’s important to develop a sound retirement plan today to make the most of your savings for tomorrow.
I work with my clients in every phase of retirement planning:
Providing Long Term Care Options
Candace Berkman Recommends
Company information:
Additional long-term care resources:
