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Prosperity Starts With A Plan

What Our Clients Are Saying

"I highly recommend Janice to anyone looking for a financial planner.  She always conducts herself with poise and integrity. After a challenging divorce, I was delighted to meet and work with Janice.  We’ve been working together for 10 years now and she continues to guide me by providing and thoroughly explaining choices for my financial future.”

Darlene Langley is a client of Janice Berner.  Darlene Langley was not compensated for her testimonial.  Her
testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.

Your Partner Through Life Transitions

Your Partner Through Life Transitions

Your financial wellbeing necessitates great attention and care—especially as life evolves. We create plans for clients that are adaptable and take into consideration the life events you are likely to encounter, such as getting married (or divorced), having children, buying a home, sending your kids to college, having grandkids, and retiring.

Learn more about how we partner with you through life's many changes.

Specialized Estate Planning

Specialized Estate Planning

We partner with families to create a powerful network of support that will address a loved one’s financial, legal, and health-related needs as they age with dignity.

Learn more about our expertise in generational wealth planning.

Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Neither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters.

Planning for Retirement

Planning for Retirement

Whether you're simply considering retirement or you have a target date in mind, choosing to work with us as your retirement planning team can be a pivotal step in securing that next chapter in life.

Explore our four-step retirement planning process.

A Client Centered Approach

We take a solutions-oriented approach to Financial Planning and Wealth Management and value the relationships we make with our clients. Your financial wellbeing is our business, and your plan is our product. Learn more about us and how we work with our clients.

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Our Approach

Our Approach

Our biggest motivator is to help clients live their best lives. We create strategies that are tailored to your specific needs and goals.

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Our Network

Our Network

We enjoy collaborating with the other advisors and professionals you employ to achieve a common goal of a successful financial strategy for you. 

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Our Services

Our Services

Browse our products and services, including Financial Planning and Asset Management. 

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