top of page

ABOUT US                      OUR STAFF                   OUR SERVICES

                                                                                                                              ....................................

What We Do

 

At Bering Financial we strive to build trusted personal relationships with each of our clients, and confidentiality is paramount. Our clients come from all walks of life and career backgrounds. Many times when new clients first come to us they have already taken steps toward some level of planning. They usually have previously spoken to a different professional for each discipline of planning, such as an attorney, an accountant, or an investment advisor.

Often we discover that people find themselves frustrated by the lack of coordination in their planning. They typically express that they want someone to show them how to put all the pieces of the puzzle together into one complete picture.

 

Bering Financial helps our clients view their situation from a cross-disciplinary perspective. We use a holistic approach to review all the pieces - legal, taxes and investing - as a whole. This allows us to help each client to identify and fill the gaps in their planning, while at the same time revealing any potential opportunities that may be available, yet previously unknown. 

                    SERVICES (the pieces)

                             • Retirement Planning

​                             • Wealth Management

                             • Income Streams

                             • Tax Planning

                             • Legacy Preservation

                             • Life Insurance Planning  ​

  

 

 

 

What Sets Us Apart

 

FIRST, we help you ask the right questions for your situation.

For those approaching retirement years and those already in retirement there are many daunting challenges and uncertainties to face. Perhaps the greatest challenge is not knowing what questions to ask to begin the process of addressing the needs of their particular situation. It is much easier to find the right answers when you know the right questions to ask.

SECOND, we empower you through financial education.

We teach people how money works because when you know the rules you can choose the right tools.

Forward thinking combined with a holistic approach to all the pieces results in

a balance of comprehensive solutions for your peace of mind

on the journey to and through retirement.

Quick Links

 BERING FINANCIAL

 

1500 Corporate Circle Ste 11
Southlake, TX 76092

   (817) 571-2626

   solutions@beringfinancial.com

sailboat 1.jpg

Bering Financial specializes in arming clients with knowledge and awareness about their money

that empowers them to make better financial decisions for their family and their future.


Thomas Patrick Smith ​(dba Bering Financial, LLC) is a Registered Representative of Realta Equities, Inc. and an Investment Advisory Representative of Realta Investment Advisors, Inc. Neither Realta Equities, Inc. nor Realta Investment Advisors, Inc. is affiliated with Bering Financial, LLC. Investment Advisory Services are offered through Realta Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Realta Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.

 

Realta Wealth is the trade name for the Realta Wealth Companies. The Realta Wealth Companies are Realta Equities, Inc., Realta Investment Advisors, Inc., and Realta Insurance Services, which consist of several affiliated insurance agencies. 

No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Realta Equities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.

The information being provided is a courtesy. When you click on any link to another website provided herewith, you  are leaving this site.

Bering Financial makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving the Bering Financial website and assume total responsibility and risk for your use of these sites.

Information regarding securities issues and markets is obtained from sources believed to be reliable, but is not guaranteed as to accuracy, completeness, or fitness to a particular use. This website is intended solely to convey general information about the products and services provided by Bering Financial and is not investment advice or the solicitation for the purchase or sale of any security, product or service.

© 2023 BERING FINANCIAL, LLC. All Rights Reserved. 

bottom of page