Since 1975, Barry Financial Group has taken the
time to explain financial and investment planning in real world
terms that can be easily understood.
The challenges our clients face runs the gamut. These challenges may
include maximizing the value of their assets, planning for their retirement,
carrying on after a loved one has passed away, sending children and grandchildren
to college, personal and estate tax* planning.
Our approach to planning is methodical and detailed, allowing us to respond
to individual needs only after we have listened to the concerns and goals
of our clients. The strategies we suggest are meant to provide continuity
to form a bridge between the concept and its realization.
Accordingly, our approach to investing is based on careful deliberation,
and is consistent with our belief in long-term investing (7 to 10 years).
Barry Financial Group offers a wide variety of programs that may be used
independently or in tandem with one another. We are most proud of the INNER
CIRCLE CLUB, which has enjoyed the benefits of ongoing personalized
wealth management.
THE INNER CIRCLE CLUB (ICC) was formed in 1986 to provide services
beyond the ordinary. These services include professional wealth management,
estate and tax* planning, creative use of insurance and assistance with
your personal financial affairs. The fee for ICC membership is usually
a set percentage of the total assets under management.
The following lists the benefits and advantages of membership in the
Inner Circle Club:
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In addition to the Inner Circle Club, we also have BROKER
DEALER CLIENTS. These clients are also offered traditional
investment and banking services, however, the compensation for
these services are commission based rather than on a management
fee basis.
* Please read the tax & investment disclaimer accessible
on the home page |
