"Wisdom is the principal thing; therefore get wisdom: and with all thy getting get understanding." Proverbs 4:7
"Wisdom is the principal thing; therefore get wisdom: and with all thy getting get understanding." Proverbs 4:7
Since the firm's establishment in 2016, we have helped create strategies to meet long-term financial goals for individuals and businesses. Have questions about saving, insurance planning, taxes, retirement, and/or estate planning? It would be our pleasure to help.
We start by listening carefully to your financial goals and objectives. Once we analyze your goals, we then explain the different options available that can help you reach your goals. Then, based on your preference, we will recommend a strategy designed to meet your specific financial objectives. After your chosen strategy has been implemented, we will review it's performance annually.
Our team is comprised of professionals with different kinds of finance experience, but we all have this in common--a commitment to educating our clients and serving them with ethics and integrity. To help ensure the strength of our strategies, we only offer financial products from companies with a financial rating of "A" or better. And you can count on unbiased recommendations and impartial guidance. By working with us, our clients become more confident executing financial decisions regarding accumulating, preserving, and distributing wealth for themselves, their business and community.
Life insurance is at the foundation of a solid financial plan. Let us show you how a properly structured life insurance policy can provide financial protection for your loved ones, your business, and yourself.
Your ability to earn an income is your greatest asset. An injury or illness could have a very serious impact on your finances. We have solutions that will provide income to you until you get back to work or even if you can't.
Your future is too important to plan alone. We have retirement savings options for businesses and individuals that will meet your needs based on your retirement time horizon, preferred tax treatment, and desired retirement income. We can assist you with your 401k rollover and also guide you on taking distributions from your retirement savings to provide an income that you won’t outlive.
We will take a comprehensive look at your current financial position in relation to your desired financial position. Your financial needs analysis will identify the areas in your finances that require attention and help us recommend solutions to address those needs which would include a personal budget and a debt elimination plan.
A great benefits package can be vital to attracting and retaining great employees for your business. Allow us to review your current benefits package or help you create a new plan. Benefits we can offer include:
The Berkly Financial Firm can provide financial literacy seminars to your group or organization.
Contact us to check availability.
Through 1 on 1 coaching sessions, we will teach you how to create a personal financial system that will put you in control of your finances.
Nick is a native of Memphis, TN and attended the University of Memphis where he majored in Business Management. His career in financial services began in October, 2000 with the Memphis Area Teachers’ Credit Union where he served in multiple capacities until 2010, lastly serving as Branch Manager.
After leaving MATCU in 2010, he obtained his Life and Health Insurance Producers license and joined Mutual of Omaha as a Financial Service Representative. There he earned the Bronze Starter Award in his first year with the company. In 2012, he transitioned from Mutual of Omaha and joined an independent financial services firm in Memphis, where he earned multiple accolades for performance, including Financial Representative of the Year. In 2015, Nick also received the Tri-State Defender’s Best In Black Award for Best Financial Advisor. In 2016, Nick stepped out on faith and fulfilled his desire to operate his own financial services firm and founded The Berkly Financial Firm in Memphis, TN.
Nick is a husband to his wife, Tiffany, and father to their two children, Julian and Ashlyn. He enjoys activities with family, reading industry-related material, basketball, and coaching youth sports. He earned the nickname “Professor” due to being an avid researcher and educating others with information.
Reach out to Nick by Email: nsmith@BerklyFinancialFirm.com
Chuck began his career in the insurance industry in 2016 after an extensive career as a finance manager in the automotive industry. He joined The Berkly Financial Firm as a Benefits Specialist and Human Resources Consultant to small businesses. In this role, Chuck provides businesses options to satisfy their need for health insurance coverage, voluntary and involuntary benefits, as well as provide reviews of their current benefit packages.
Chuck resides in Arlington, TN with his wife, Jacquelyn and is the father of three children; Ashley, Courtney, and Connor. He enjoys spending time with his family and attending the Memphis Grizzlies games.
Reach out to Chuck by E-mail: chenson@BerklyFinancialFirm.com