Bob Bernstein
847.780.8140
Robert Bernstein
Frequently Asked Questions
I have a broker, insurance agent, personal banker, etc. Why do I need you?
I assist with matters from a perspective that no one of these single sources can provide. Since I have no products to sell or company to promote, I am totally in your camp.
What services do you offer?
I offer a wide variety of services. These are general categories that I cover:
- Overview of all financial circumstances including investments, real estate, futures and insurance
- Second opinion on recommendations of others
- Allocation of assets by type, quality or maturity
- Financial judgments on how to manage assets after events such as inheritance, illness, divorce, or death
- Estate planning
- Financial planning for college
- Answer specific questions regarding financial matters
- Instruct you on how to become better at handling financial tasks
What about confidentiality?
We will have a written agreement that assures confidentiality.