1852 Flatbush Avenue - 2nd Floor
Brooklyn, New York 11210
|Client Update - quarterly newsletter||
Financial Planning & Wealth Management
My name is Clemson (Clem) Barry. I am a Tax Resolution Specialist and a Financial Planner. I have been practicing this profession since 1982.
Speaking solely from a private client or high net worth client prospective, I would say financial planning and wealth management are about helping clients improve their disposable income and assets value using appropriate asset allocation strategies in conjunction with the clients' goals and risk tolerance.
I would like to ask you three questions
If you answered "no" to any of the questions above and your investments under management are $1,000,000 or more, then you may need to pay closer attention to them. I can provide you with a full range of personalized services and a holistic review of your financial situation, including a comprehensive review of your brokerage accounts.
You may be entitled to receive tax refunds if you are/were a victim in a ponzi scheme, whereby your stock broker had defrauded you and others, and the crime and your financial loss are documented by your attorney, the SIPC, FBI, and SEC.
I have a financial/retirement plan?
you need financial/retirement planning services?
had a variety of people looking at our financial situation and advising
us, but we retained Barry to handle our financial affairs because
we were impressed with the tax tips that saved us from paying a huge
were making minimum monthly payments of $2,500 on high-interest consumer
loans and we could not get a tax break on the interest. We wanted
to file bankruptcy, but the new rules were too stringent and we didn't
want to ruin our credit. Barry helped us reduce our monthly payment
to $900. The best part is the peace of mind we are enjoying. Our
payments are covered for one year if one of us is unemployed. We
are saving $19,000 annually plus the tax write-off on the interest
payment. Thanks, Barry."
used to live in New York and commute to work in New Jersey and Connecticut.
I rented out my residence in New York and relocated to another residence
I had in Georgia. I sold my residence in Georgia and relocated to California.
I finally sold my residence in New York. Barry's tax and retirement
planning advice saved me $18,000 in prepayment penalties, $30,000 in
seller's concessions, and $5,900 in taxes. Barry has been preparing
my tax returns and advising me for 20 years. I could not have chosen
a better person to look after my interests."