Educational Products
At Barry Financial, we offer educational products to our clients as We feel it is important that the public and our clients have an understanding of estate and financial planning concepts so they are better able to see their current and future needs in a holistic fashion.
For our clients that are members of the INNER CIRCLE CLUB (ICC), we provide the following:
- Monthly Newsletters that focus on investment strategies
- Periodic seminars focusing on market trends, estate planning, business succession, creative uses of life insurance and tax planning
- Individually tailored Case Studies, which include a net worth analysis, cash flow schedules, investment considerations, estate and income tax projections, an analysis of your current estate plan and tax saving proposals
Below are educational products we offer. Just click the financial product to either download or order.
Financial Glossary – This free download of Financial Terms may help you to understand financial jargon and provide a quick reference to the terminology.
Grow Your Wealth Jim’s third book is an enthusiastic back-to-basics money guide, Jim Barry brings passion and decades of experience to the task of educating everyday working people about their finances and how they can build a secure future no matter where they’re starting. Let’s Talk Money addresses the readers’ underlying attitudes and values, then brings to the table an arsenal of wealth-building principles that, used consistently, can create a solid financial foundation. In easy-to-understand language, readers learn proven steps to:
- Manage the money they make
- Think long term to build wealth
- Understand and deal with risk and reward wisely
- Put all the pieces of the financial puzzle together
Inspiring and practical, this is the guide for gaining control over financial issues while building wealth for the future.
* Educational CD’s and DVD’s on important Estate Planning and Investment Guidance will be available soon.
