Underneath every plan is the same question:
“Are we going to be okay?”
These are the people we help answer it.
Here are the two people we serve most, and the question each one walks in asking.
Married, active, and a little exhausted. Two careers and a house full of kids, doing well on paper but stretched too thin to feel sure they’re making the right moves. What they need most is someone to sit down, listen, and show them where they actually stand.
“Are we on track?”
Wise, accomplished, and a few years from retirement after decades of disciplined saving. They mastered building the nest egg. Now comes the opposite skill: turning what they built into a steady paycheck that lasts, without the fear of getting it wrong.
“How do I turn my assets into a paycheck, and will the paycheck be enough to live on?”
One family. Three generations.Two questions from two seasons of life, served by the same team at Beratung.
That is Generational Planning for Yinz.
For most of the families we serve, it was never about passing down money. It’s about passing down your values and your faith, making memories with your children and grandchildren that last the rest of their lives, and setting the next generation up to live their calling.
Learn how this plays out for our typical clients.
The busy working professionals: an engineer and a teacher, 38, raising three kids in the North Hills, with a PSERS pension and no time to manage it all.
Read the case study of Max & Joy
In the retirement red zone: Max’s parents, a retiring CPA and a retired teacher in Ross Township, who built ~$2.5 million by living on less than they made.
Read the case study of Walt & RuthWe also work with churches and business owners who want what they’ve built to go further than themselves. Here’s how we help them steward it.
Churches, ministries & mission-driven organizations · $500k–$5 million in investments
“How do we use this money to do the work God has called us to do?”
You have a mission and the funds to serve it. We help you steward both wisely, so more of what you have goes to the work that matters most.
See how we serve organizationsBusiness owners looking for help and guidance · planning that reaches well beyond their personal finances
“How do I build a business that reflects my values and vision?”
Financial planning covers more than your personal life. We often guide owners through succession planning and comprehensive tax planning, helping them stay focused on their values and vision.
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