State
Texas
Description
Doug Berti, Founder of TAFP
Hello. My name is Doug Berti, CFP(R), EA, the founder of Texas Assured Financial Planning. Financial planning is my second career. In my previous career, I often wondered, as did many of the people I worked with, how my retirement would work out financially. How much should I save? How should I invest, both while working and in retirement? How much could I spend once I retired? How could I manage my finances to reduce my income taxes? Becoming a CERTIFIED FINANCIAL PLANNER(R) and Enrolled Agent helped me answer those questions. I founded TAFP to help other people do the same.

