Barry Greenberg of BG Financial Strategies
Barry Greenberg is a financial advisor who specializes in tax-efficient accumulation and distribution of wealth. He finds the money that businesses, professionals, families and individuals are spending unknowingly and unnecessarily. He then directs this money to create future wealth without affecting current lifestyles and without having any additional out-of-pocket outlay.
Insurance is the vehicle he uses to help his clients build their wealth, especially life insurance because it is tax-sheltered in accumulation and tax-free in distribution. He dedicates himself to helping people understand how insurance can be customized to meet unique needs. And, he is passionate about listening to problems before prescribing solutions and repositioning a family’s balance sheet in order to speed up the wealth creation process while taking care of any major risks along the journey.