Experience

Tarlov Ford Berry Financial Group

• United States
• Financial Services
• 1 - 100 Employee

• Certified Financial Planner™

  • Feb 1997 - Present

  ➤ WHAT WE DO: Tarlov Ford Berry Financial Group offers insurance and financial products and financial planning services that may help you build a strong financial foundation for the future, regardless of your savings, investing, or tax reduction needs. Between the strength, stability and the commitment of the companies we represent, and the commitment of our staff, we seek to offer you more of what you need from a financial services provider. ➤ HOW WE DO IT: We use our… Show more ➤ WHAT WE DO: Tarlov Ford Berry Financial Group offers insurance and financial products and financial planning services that may help you build a strong financial foundation for the future, regardless of your savings, investing, or tax reduction needs. Between the strength, stability and the commitment of the companies we represent, and the commitment of our staff, we seek to offer you more of what you need from a financial services provider. ➤ HOW WE DO IT: We use our Financial Roadmap to help clients reach a work-optional date that has a high probability of success. This enables them to choose work because they want to, not because they have to. We use our Integrated Time Segmentation program to help eliminate financial worry by using a system to continually manage the 3 biggest risks to a retirement plan. We help you with: ✔ Stock Market Protection through our Integrated Time Segmentation program ✔ Helping you to maintain a budget to stay on track for your retirement date goal using our Financial Roadmap Strategies ✔ Protecting assets from loss to pay for Long Term Care with our expertise in Asset Protection ➤ WHAT MAKES US DIFFERENT: Our Integrated Time Segmentation program creates the original asset allocation matching your plan’s timeline and then continues to monitor your plan and integrates your investments to ensure the proper amounts are invested in each time segmentation. The system integrates most effectively and efficiently when we are managing your money but the system can also be used when your money is managed elsewhere. ✔ Want To Learn More?: ☏ 860-773-6789 ✉ tarlov@tarlovfinancial.com www.tarlovfinancial.com https://calendly.com/tarlovfinancial/initial_consultation Income Planning | Financial Planning | Investment Strategies

• Financial Advisors

  • Feb 1997 - Present

  Avon, Connecticut, United States Financial Planner and Investment Advisor working with clients to improve their current and future retirements.



Rotary International

• Non-profit Organizations
• 1 - 100 Employee

• Secretary - Rotary Club of Meriden

  • May 1985 - Present

  Meriden, Connecticut, United States

• Past President (2011-2012) Rotary Club of Meriden

  • Jul 2011 - Jun 2012

  Meriden, Connecticut, United States