Ted J. Bernat
Registered Representative
A professional Financial Planner with SagePoint Financial, Inc.
26 years of personal practical experience in:
- Financial Planning
- Investment Brokerage
- Senior Life Planning
- Insurance (Life and Long Term Care Coverage)
- Real Estate
- Business Ownership
My Services Provide:
DIRECTION - continued guidance with your ever-changing personal financial planning program.
ASSISTANCE - a disciplined approach to help you stay on track with your total financial plan.
LEGACY PLANNING and PRESERVATION - for you, your spouse and your estate.