Berger Wealth Management, LLC (Formerly Halcyon Wealth Management)

berger wealth management is a fee-only financial planning firm registered in the state of georgia. the primary reason the firm was established was to eliminate stress from people's lives by helping them choose a better path to reach their goals. it is a big decision to begin using a financial planner. but the value comes from helping you make better, more-informed decisions as well as preventing you from making mistakes that could jeopardize your future plans. it's not just about growing your wealth, but protecting the assets you have worked so hard to accumulate. you've heard of ceo, cfo, cio.... i call myself the client's cco... chief coordinating officer! i work together with my clients as well as other professionals to make sure everything is in order. all of the pieces to the puzzle must fit together in order to have a clear 'picture'​ of your future. so what are these pieces? > investment management > cash flow analysis > insurance planning > estate planning > retirement planning