I offer financial planning service to Individuals, Corporations and Institutions who want individualized recommendations based on specific information. Advice can be given to work within your financial situation and risk tolerance level. This information would be used to develop a financial plan to include your present and future goals.
I also coach individuals or groups, who want to learn how to manage their assets as a Self-Directed Investor, Corporation or Institution. I offer practical market experience, technical analysis education, fundamental market analysis and the study of financial markets. Trading is more sophisticated than it seems. It is the mastery of analysis strategies, tactics, money management, and risk management. Becoming an educated investor to learn to controll your own destiny. Proper Money Management skills should be a priority for all Individuals, Corporations and Institutions. Being educated and strict in wealth management strategy allows you to understand and control your downside risk at all times. With time and devotion to learning and understanding the markets, you too can become a self-directed Individual, Corporation or Institution.
Contact me at 215-896-7448 for a free one hour consulation or use Contact US page.
The hypothetical computer simulated performance results provided are believed to be accurately presented. However, it is not guaranteed as to accuracy or completeness and is subject to change without any notice. Hypothetical or simulated performance results have certain inherent limitations. Unlike an actual performance record, simulated results do not represent actual trading. Since, also, the trades have not actually been executed, the results may have been under or over compensated for the impact, if any, of certain market factors such as liquidity. Simulated trading programs in general are also subject to the fact that they are designed with the benefit of hindsight. No representation is being made that any account will, or is likely to achieve profits or losses similar to those shown. All investments and trades carry risks. Only risk capital should be used to trade futures, stocks, or options on futures or stocks, or mutual funds, or any other financial instruments, whether in conjunction with this product or otherwise. All investments and trade carry risks, and all trading decisions are ultimately made by you, and you are solely and individually responsible for the decisions and the results of those decisions.
Donald R. Berger, DDS, FAAP
Registered Investment Advisor
140 Inverness Drive
Blue Bell, Pa 19422