ABOUT

At RSVP 65, we understand that your portfolio is more than just a number. It represents time and energy invested to secure a financial future for loved ones and family, often including hours sacrificed away from those very people to achieve it. That’s why we take our responsibility to our clients personally, treating each and every portfolio as if it were our own. We will do everything in our power to make sure that you feel like you have a “financial concierge” at your fingertips.

Through our comprehensive and holistic approach, we can assure you that all financial strategies will be evaluated and nothing will be forgotten or left on the table. While each case is designed independently, they are all treated with the same integrity, respect, and detail-oriented forward thinking that is paramount to our client experience. We welcome the opportunity to introduce you to our brand of tailor-made services and individualized attention. This is what we do, and we do it well.

OUR TEAM

We provide advanced financial knowledge and experience to deliver powerful results.

Jill Berlin

Founder & CEO

Jill is the founder of the award-winning firm, RSVP 65. Jill and her team of brokers advise clients in 6 different states about retirement financial planning, health & life insurance.

Since 2015, Jill has coached children of all ages in soccer and basketball in the fall, winter, and spring. She also helps mentor young women about becoming entrepreneurs.

Married to Superior Court Judge Aaron Berlin, Jill has known her husband since she was eight years old. Both Aaron and Jill grew up in Forsyth County which is why it is no surprise they are raising their family of four children here.

Sal Velazquez

Case Analysis & Design

Riley McCulley