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First Appointments

Barry Financial Group, Inc. offers a complimentary first appointment with one of our Family Wealth Managers. At this meeting we will explore how we might be able to be of service to you regarding your financial well being. We welcome the opportunity to share our ideas and strategies based on your objectives, needs and reasonable goals. Barry Financial Group has been assisting three types of clients for over thirty-five years: Wealth Distribution Client, Accumulation Client and the Business Owner(s).

The Wealth Distribution Client may have the following common traits or situations:

  • Over 55
  • Retired or Nearing Retirement
  • Accumulated a High Net Worth
  • Large Amount in Retirement Funds
  • Most have Family Responsibilities
  • Want to Avoid the Complications of Financial, Estate and Investment Planning
  • Looking for Piece of Mind
  • Looking for Planning to Avoid the 5 Major Risks of Retirement
    • Longevity “Risk”
    • Inflation “Risk”
    • Asset Allocation “Risk”
    • Excess Withdrawal “Risk”
    • Health Care Expenses “Risk”

The Accumulation Client may have the following common traits or situations:

  • Baby boomers born between 1946-1964 - 12,000 boomers turning 50 each day
  • Most have Family Responsibilities
  • Retirement Plan Needs – Funding your IRA(s), 401(K), 403(B) or other retirement vehicles
  • College Planning Needs – You want to have a plan for your children’s education
  • Sandwich Generation Problems – You have children and also find yourself taking care of your aging parents
  • Estate Planning Needs

The Business Owner Client may have the following common traits or situations:

  • Estate planning for the owners
  • Business Succession Planning
  • Asset Protection
  • Qualified Retirement Plans
  • Non-Qualified Retirement Plans
  • Buy/Sell Stock Redemption Planning
  • Key person(s) planning stratgies

Scheduling an appointment with us is the first step and we will do our best to accommodate your busy schedule. If deemed necessary, we may be able to meet with you at your home or business.However, we would prefer that you visit our corporate headquarters in the heart of Boca Raton, Florida so you can see the full scope of our services. From this meeting, we can determine how we might be of help to you and also explain in detail the services we offer and the fees that may be involved. If you decide that we are not the firm for you, then nothing has been lost. You are welcome to walk away with no obligation. If on the other hand you decide to utilize our services, we can develop a written plan of action and with your permission, implement the plan to help you build a more secure financial future.

How to Schedule a Free Consultation

Call us at our corporate headquarters in Boca Raton at 1-800-366-9120 or complete the following Consultation Request Form and submit it. we will contact you to make the necessary arrangements.