At Bermeo Insurance we sincerely believe that most people want to do what’s right: right for themselves, right for their families, and right for their communities. In fact, that’s one of the reasons we created this firm back in 2021. After 9 years working for someone else, we wanted the opportunity to control our own destiny, and to do what we thought was in the best interest of our clients.
You can take comfort in the fact that we have been a part of this community for 11 years, and therefore have a vested interest in seeing our friends and neighbors succeed. In fact, we probably have many of the same hopes and aspirations as you, and will be happy to share all the resources and information our firm has to offer.
Depending on your needs, we can introduce you to some proven, dependable ways to help protect your family’s lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. If you’re wondering about our qualifications, you may find it reassuring to know that my team and I have a combined 22 years of experience in the insurance and financial industry.
Of course, our background isn’t really the one that matters. we’ve found that getting to know our clients—their hopes, dreams and goals for the future—is far more important. So if you’re looking for someone who's ready to put their expertise and experience to work for you, please let us know.
It’s nine o’clock on April 14, and Angela V. has hit a snag. She’s been plugging data into her tax preparation software for about half an hour when she realizes she’s missing a 1099-DIV form. Her anxiety rises since it’s too late to call anyone, and she can’t find it online. She feels a headache coming on.
Think of human capital as a toolbox. Every skill, experience, and ability you have is like a different tool. What does your unique collection look like? What do your business needs entail from a human capital perspective?
Your cat or dog is more than your pet: they are a member of your family. But just like your household's human members, sometimes they need to see a doctor. While medical care for your four-legged best friend can quickly drain your bank account, there are options available to help ease the burden. You can consider protecting your finances by purchasing a pet insurance policy. Here, we’ll explore pet insurance so you can determine whether obtaining the coverage fits your money management strategy.
You work hard and look forward to those days and weeks when you don’t have to be in the office. But, do you ever take a real vacation, a true holiday away from anything work-related? If you’re like most professionals today, the answer is no. In a recent ELVTR Survey of 2,300 North American employees, nearly 70% of respondents admitted to working on vacation. Almost 60% said they felt anxious about leaving their inbox unattended. This inability to unplug can negatively affect your health, mood, relationships, and overall life. The truth is you need to disconnect fully from your work from time to time. We’ll share the many benefits of letting your vacation be a vacation and how to actually get away from your desk. That way, you can rest, recharge, and return to the office better than ever.
Are your retirement contributions paving the way to a secure financial future or leaving you wondering where you went wrong? Explore the following strategies for maximizing the power of your retirement contributions before tax time arrives.