Case Study : The Road Map to Success
At Barry Financial, we take pride in carefully listening to the individual needs of our clients and then provide financial planning advice. Our approach is to provide an extensive, confidential and comprehensive evaluation for each client. The results of this evaluation allow us to pinpoint where an individual is on their road to financial freedom. The Case Study provides a detailed "snapshot" of where an individual stands at this moment, and outlines where that individual should go from here - including when such actions should take place, how the results will be implemented and a projected outcome. The evaluation is also important in bringing attention to key issues that may not have been previously evident.
The Case Study will offer the following:
- Client profile of pertinent demographic information
- Statement of net worth
- Asset liquidity analysis
- Portfolio and net worth composition models
- Investment strategies and reasonable recommendations suitable to your investment objectives
- Life, Disability and Long-Term Care Insurance evaluations
- Cash Flow projections and analysis
- Retirement program analysis
- Present and future estate tax* liability projections
- Customized models of numerous estate planning concepts and tax* saving recommendations
We do not offer legal advice. You should consult your attorney or select from our network of independent attorneys who can provide such advice.
* Please read the tax & investment disclaimer accessible on the home page
