Tim Berry

Tim Berry started in the financial services industry in 1979 working with some of the largest capital and investment providers in the country. As such, he gained access to some of the foremost tax and financial planning experts in the world learning finance, insurance, investment and tax planning techniques to help individuals and business owners manage risk, increase cash flow and create wealth. He has helped hundreds of clients generate tax efficient income and minimize their tax liability.

The planning incorporates a get to know you process, taking an in-depth fact finder, analyzing current financial condition and inputting client goals to develop a program that will allow the client to meet or exceed their desired results over time, utilizing tax reduction opportunities, conservative growth estimates and managing the risk exposure in line with the client’s self-assessment.

The goal is the assist the client in achieving a worry-free retirement. Tim works collaboratively with several other professionals to incorporate strategies that will maximize benefits to clients.

LICENSES & ACCREDITATIONS

  • Retirement Specialist
  • Insurance Advisor
  • Tax Specialist
  • Commercial Finance

AREAS OF EXPERTISE

  • ANNUITIES
  • LIFE INSURANCE
  • LIVING BENEFITS
  • TAX-FREE RETIREMENT
  • LONG-TERM CARE INSURANCE
  • SPECIALIZED TAX INCENTIVES
  • TAX REDUCTION SPECIALIST
  • COMMERCIAL FINANCE

Tim Berry

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