Barry's Accounting Services, Corp.
1852 Flatbush Avenue - 2nd Floor
Brooklyn, New York 11210
(718) 677-4006
E-mail:
clembarry@aol.com
 
Client Update - quarterly newsletter
 
 

 

Financial Planning & Wealth Management

Financial Planning & Wealth ManagementMy 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

1) Do you know precisely what investments are in your portfolio?
2) Do you understand and frequently scrutinize your monthly investment statements?
3) Are your investments earning the return that you were promised?

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.

Personalized Service

Investment advice plus oversee your pre-existing financial relationships with brokerages, advisors, attorneys, and others.
Simplify your financial affairs which may include a hodgepodge of advisors and brokerage accounts, and help you avoid highly speculative/opaque investments, where the risk cannot be genuinely assessed.
Select and evaluate investment managers.
Financial & estate planning, taxation, insurance, investment performance measure, and accounting services.

Do I have a financial/retirement plan?
Yes, I have both of them and I update them weekly.

Do you need financial/retirement planning services?
Financial planning and wealth management could make a person financially independent. Financial security provides the flexibility you can have with your time and you will have more leisure time at your disposal. Thanks for your time!

Testimonials

"We 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 tax bill."
           - Sarah & Paul Lyons, NY

"We 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."
           - Jerome & Angie Mattias, Brooklyn, New York

"I 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."
           - Sylvia Fortune, District Sales Manager, Los Angeles, California



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