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Analysis of pension-insurance portfolio is a significant advisory planning step with the purpose of mapping, analyzing and presenting the client his insurance and savings needs according to professional criteria.
 
Personal Financial Retirement Portfolio analysis includes: 
- Present the status of current programs based on information received from the client.
- Retirement forecast.
- Comprehensive needs analysis.
- Current plans Optimization and retirement forecast after changes and recommendations.
- Data summary and conclusions.
- Guidelines for the operation and implementation of the recommendations and programs summary table.
 
Barsky, Berger and associates Economics Department provides additional services in this field.
Economics Department maintain extensive relationships with insurance companies, and has a thorough knowledge of the insurance market in Israel. 
We will be happy to assist you, call today.

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Who we are

Barsky, Berger and associates was established in 1997 and includes 2 branches: Main office in Tel Aviv and a secondary in Hadera.

The firm employs 50 people including CPAs, CISAs, economists, Information systems auditors, tax advisors and accounting interns.

The firm offers services in various accounting areas as defined in the Israeli Auditors law, both to the business and public sector, and specializes in tax remediation, internal audit and forensic accounting, including in information system environment, public and private entities, financial institutions, NPOs, governmental bodies, statutory authorities, venture capital funds and more.

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