- FAQ
Hello, how we can help?
Have questions? We have answers. Here are some of the things our clients ask us most often.
Working with an Advisor
We work with clients across a wide range of industries, including food and beverage, fashion, retail, professional services, health and wellness, faith-based organisations, coaching, and more. If you run a business and need a stronger digital presence, we can help.
We manage content and communities on Instagram, Facebook, TikTok, X (Twitter), LinkedIn, and YouTube. Beyond social media, we also offer IT support, custom software development, website development, and email marketing — making us a one-stop digital partner for your business.
Yes. We offer flexible monthly retainer packages tailored to the size and needs of your business. Get in touch for a bespoke quote based on your specific requirements.
We operate on a monthly billing cycle. Payment details and terms will be clearly outlined in your service agreement before we begin work together.
Once your discovery call is complete and your strategy is agreed upon, we typically begin implementation within five to seven business days.
Absolutely. We work collaboratively with our clients. You will review and approve content before it goes live, and your feedback shapes the strategy at every stage.
We offer both. Whether you need a one-time website build, a content audit, or a full ongoing management retainer, we have an option to suit your needs.
Simply fill in our enquiry form or send us an email at hello@thedigitalerrandcompany.com to schedule your free 15-minute consultation. We will take it from there.
Financial Planning Support
Yes! Are you halfway to retirement and need a solid plan? About to change jobs or have a pending marriage or divorce? Saving for a child’s education? We will build you a customized financial plan that will help you reach your goals and map out your financial future until age 95, and beyond.
Beratung Financial has been recognized six years in a row as one of the “Top 10 Financial Advisors in New York, ” beating out thousands of other wealth management firms. This award was bestowed upon us in recognition of our comprehensive approach to financial planning and our robust investing strategies. We are here to advise you on any aspect of your life that is touched by money. We consider all the topics outlined in the chart, below, to ensure that you have a secure financial future.
Your financial plan is a living, breathing document. For most of our clients, we update their financial plan each year.
Yes. We offer flexible monthly retainer packages tailored to the size and needs of your business. Get in touch for a bespoke quote based on your specific requirements.
Investment Management Support
As independent, fee-only, fiduciary advisors, we have access to thousands of investment solutions and can objectively choose the best investments to help you reach your goals. We partner with the top research firms to thoroughly vet every investment that we recommend for your portfolio. Beratun Financial also uses a disciplined process to add and remove investments from your portfolio, along with rebalancing the mix of stocks and bonds that is right for you. We structure portfolios for the long term, so that you can live your best life – now and in the future. The financial markets have been as unpredictable as ever, so you need a seasoned professional by your side who can build you a resilient portfolio that can adjust for the changing tides and protect your money. Beratung Financial is here for you!
Beratung Financial offers both financial planning and investment management. If you want only stand-alone financial planning, then we’re probably not the right fit.
In addition to the Certified Financial Planner™ designation, our advisors are also Certified Divorce Financial Analyst® professionals. A CDFA® is an expert on the financial facets of divorce and plays a critical role in making sure that you are financially secure during and after your divorce.
Getting Started
Finding a top wealth management firm to trust with your money and financial future is just as important as finding a good doctor. You want someone you can trust, who has your best interests at heart, and takes the time to get to know you. Let’s get started!
Please click on the link to our calendar or call our office at 292-3454-9008, and our team will set up your initial complimentary consultation. In this meeting, we will review your full financial picture, and evaluate if we are the best financial advisor for you.
You still have a question?
If you cannot find answer to your question in our FAQ, you can always contact us. We will answer to you shortly!
