Barry Financial is pleased to offer
comprehensive Retirement Planning services to both individuals and
businesses. Our approach is to meet with you face to face to assess
your personal retirement needs, as well as those of your business.
At Barry Financial, we realize that every situation is unique -
not everyone has the same retirement goals and income needs. Moreover,
many have misconceptions about retirement planning, such as how
much money is needed to retire comfortably. Others are unaware of
the fact that the majority of retirement plan assets left to their
heirs may well be consumed by income and estate taxes valued in
calculation of estate value and withdrawal at ordinary income tax
rates. The planning required to meet one's retirement goals, or
to minimize their tax burden, can vary dramatically from client
to client. This is why proper retirement planning requires the assistance
of professionals. Together, we will formulate a custom designed
retirement plan by tailoring a consistent, disciplined approach
with the intent of assisting you in reaching your financial goals.
Utilizing time proven planning techniques, coupled with the knowledge
of our many professionals, Barry Financial will put together what
we consider to be the right retirement plan for you or your business.
Retirement Planning For Individuals:
After developing what we consider
to be an appropriate personalized retirement plan for you, Barry
Financial will follow through and help you with all the details.
We will prepare the paperwork, help you make the proper beneficiary
designations, and assist you in planning for distributions. We also
offer a wide array of investment choices from many of the leaders
in the industry. Further, through custom planning, it is possible
for us to help you maximize the legacy that you leave to your loved
ones and heirs.
Retirement Planning For Businesses:
Barry Financial also offers retirement
plan services to businesses, both big and small. As a business owner,
you want to choose a retirement plan that will help you and your
employees reach their financial goals. Barry Financial will suggest
investment options for your company and its workforce. We will help
you choose the appropriate pension plan, profit sharing plan, or
401(k) plan, which will provide the most logical and effective retirement
options. With our assistance, your business retirement plan can
offer an extensive menu of investment options to its plan participants.
*Please read the tax & investment disclaimer accessible on
the home page |
