Bob Smrekar
Financial Advisor | Executive Benefit Planning Specialist | Certified Financial Planner | Berger Financial Group
- Role
- Financial Advisor at Berger Financial Group, Inc
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Bob Smrekar
I develop personal relationships with a group of clients whose complex situations require expert analysis while advising them on all aspects of their financial lives. I believe our on-staff CPA tax professionals and in-house Investment Department is a distinct advantage.Specialties-Extensive experience in executive benefit planning-Investment management-Proactive Tax Planning-Retirement Planning-Stock option and Restricted stock exercises/awards-Concentrated stock diversification and income generation strategiesSince growing up on the North Shore of Lake Superior, I have raised 3 wonderful daughters in the Twin Cities Metro Area. I\'m an avid golfer and Minnesota sports fan.
Experience
Financial Advisor
Oct 2006 — Present · Plymouth, MN, US
Berger Financial Group is a comprehensive financial services firm. We specialize in managing all the financial affairs of our clients. These services include-Employee Benefits Advising-Investment Management -Retirement-Tax Planning and Prep-Risk Management-College PlanningI personally focus on complex financial situations involving Senior Executive Benefit Plans. I help my clients maximize the benefit programs their companies provide. We work together as teams of Wealth Managers including CFP® practitioners and CPAs to make a positive difference in the lives of our clients by helping them to make smart financial decisions across the spectrum of personal finance. We follow an investment advisory discipline which incorporates financial planning, portfolio management and a number of other broad financial services for our clients including semi-annual financial reviews to identify further planning opportunities. Our credentialed, experienced specialists work to enhance the income, growth and tax-favored treatment of our long-term investors. We believe in living our code of professional ethics and that with our capable and caring staff that we are fully able to identify and help our clients make good decisions.Visit our website at services offered through Berger Financial Group Inc, a Registered Investment Advisor.
Skills
- Financial Planning
- Portfolio Management
- Investments
- Financial Advisory
- Retirement
- Strategic Financial Planning
- Financial Services
- Retirement Planning
- Management
- Employee Benefits
- Tax
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