As an independent firm, we are focused on all aspects of retirement planning to help maximize our client's assets.
We offer a full range of investment and financial services that allow us to structure each client's strategy to their personal situation.
We feel retirement planning has become outdated and that new techniques and strategies are required.
Barry's primary objective is to help clients maximize each and every dollar in the most simple, effective, and tax efficient method while reducing risk as much as possible.
Our retirement course is taught regularly at Greenville Technical College to help educate the community on how to efficiently plan for retirement.
This website is not a part of Facebook Inc. Additionally, this site is not endorsed by Facebook in any way. FACEBOOK is a trademark of FACEBOOK Inc.
View our disclaimer