Brad Berkowitz, MBA, LUTCF®
Insurance Professional
Phone: Cell: 917-715-2115 Text only (917-960-7157)
Email: BradBerkowitz@FinancialGuide.com
License #: CA Insurance License #4043385
Insurance Professional
Brad Berkowitz is a Wall Street veteran who worked in the financial services industry for 22 years in New York City. In 2008, Brad left the Street to become an NFL football agent. After moving to Florida, he left the football business and joined Coastal Wealth in 2017 as an Investment Advisor Representative. Brad works with individuals and families on their insurance and investment needs which include: life insurance, disability income insurance, and long-term care insurance.
He also works with business owners with their company benefits: 401ks, group life insurance, group disability insurance, key man insurance, deferred compensation, etc.
Brad lives in Delray Beach with his wife Jennifer, the CEO of Freedom Goal Group, and their sons Ryan and Jake. He is a big sports fan and remains loyal to the Giants, Rangers, Knicks, Mets, and Yankees.
CA Insurance License: #4043385
My Approach
Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.
This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.
My goal is to provide holistic, comprehensive financial services to individuals and businesses. I can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.
Our Six
Step Process
Six clear steps. One powerful strategy for your financial future.
Identify
your unique situation
and goal.
Gather Information
to prepare your strategy.
Managed
Analyze
your current portfolio to identify any gaps that may exist.
Present Strategy
review your goals and discuss recommended strateties
Review
strategies in place so you can make informed decisions & meet goals
Implement
strategies to help you achieve financial freedom.
Solutions That Have Impact
Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.
Personal Solution
Protection
- Life Insurance
- Disability
- Income Insurance
- Long Term Care
- Medical | Health | Dental
Retirement
Services
- 401(k)
- 403(b)
- 457(b)
- IRAs
- Roth IRA
- Defined Benefit Plans
Investment Products Services
- Annuities (Fixed & Variable)
- Brokerage
Investments
Estate Planning
- Tax Efficiency Strategies
- Charitable Giving
*Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.
Business Solutions
Smart solutions for succession, compensation, and employee benefits. Helping businesses protect what they’ve built and plan what’s next.
Succession
- Buy-sell protection
- Key person coverage
- Buy-out funding
Qualified Plans
- 401(k)
- Simple/SEP IRAs
- Defined Benefit Plans
Non-Qualified
Plans
- Executive Bonus
- Deferred Compensation
- Split Dollar
Group Benefits*
- Health Savings Account
- Dental Insurance
- Vision Insurance
- Life Insurance
- Long Term Care
- Disability Insurance
* Some products offered by unaffiliated insurers.
