Annuity123 is excited and honored to report that Barry Goldwater has joined its network of retirement income advisors for the benefit of consumers in Boston and New England who are in need of obtaining personalized retirement income guidance. Please see below for an informative overview of Barry Goldwater’s practice.
Company Name: Goldwater Financial Group
Brief Business Description:
Barry is an insurance consultant who works with families and business owners in need of contemporary ideas on wealth transfer and tax deductible strategies. Through strategic alliances with tax and legal specialists and with membership in select planning groups, he is able to integrate the most thorough insurance planning with the advice of estate attorneys and CPA advisors. Barry has been assisting people from all walks of life in the Boston and the New England area for more than 27 years, helping to build, protect and transfer client assets safely and with guarantees. He enjoys working with business owners and successful people who want to define their legacy and appropriate what they have built and earned for their family and their community. He has created and written about unique strategies leveraging hard taxed assets like IRA’s and Retirement plans to fund irrevocable life insurance trusts, shifting taxable assets into a tax free environment. He works closely with advisors, educating and encouraging them to make proactive recommendations to their clients about asset preservation and wealth preservation.
To schedule a no-obligation financial conversation with Barry, call him at (617) 527-9736.
Phone Number: (617) 527-9736
E-mail Address: Barry@frg-creative.com
Business Address: 29 Gambier Street, Newton, Massachusetts 02466
Client Testimonials: I’ve collaborated with Barry for over 4 years and I highly respect his expertise utilizing insurance related solutions when it is called upon. I find Barry to be unique as an insurance professional who thinks outside the box with his solutions. Rich L. CPA
Barry has been an invaluable resource for us. Through his efforts we found a new 401(k) administrator that has provided greater resources for our employees at a lower cost. Barry constantly looks to keep us updated on new financial products that may be of benefit for us and he is always knowledgeable on a variety of topics. We are a small business with concentrated ownership and Barry always looks for ways to enhance and protect the value of those ownership interests. Mattew K Comptroller
Interests/Hobbies: Great cook, gardener, sports enthusiast
Favorite Books: Currently reading “The Given Day” by Dennis Lehane
About Annuity123: Created to ensure that individuals across America have access to an assortment of educational material about annuities in addition to an unprecedented network of retirement counselors to seek out for obtaining personalized retirement income planning help.