Barry Carron

Westchester, NY
Personal Finance

Bio

Barry Carron has been providing personal financial advice for decades and has developed a process that enables clients to create the flexibility to face all financial circumstances. Based on 8 characteristics of structural integrity, we systematically identify strengths and weaknesses in our clients planning. Volatility has become a way of life and managing ourselves personally and financially through the ups and downs is vital to our well being. We are committed to elevating that well being for those we come in contact with.

Skills

Communication, analysis, insurance, estate and retirement planning expertise, asset management.

Approach to Work

Discover, decode and deliver. We work with our clients to determine the path they have been following, stress test and compare to other approaches and advise on strategies to improve efficiency in their financial world. We believe that having a proven track to follow with savings/wills/trusts/debt/insurance/liability has reduced stress for our clients and enabled them to live more thoughtful, satisfying lives.

Services Provided

Life Insurance/Disability Income insurance, asset management, cash flow management, retirement income planning.

Educational Background

BA Syracuse University in Economics, Chartered LIfe Underwriter, Chartered Financial Consultant, Retirement Income Certified Planner.

Professional Background

Began my career as a life/health insurance broker, owned and operated a property casualty insurance agency which we sold to a public company. Bought back my division and developed our current practice designing it to provide high level service, uncommon knowledge and organization to our generally high income/high net worth clients.

Languages

English

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Barry Carron

Westchester, NY
Personal Finance

Bio

Barry Carron has been providing personal financial advice for decades and has developed a process that enables clients to create the flexibility to face all financial circumstances. Based on 8 characteristics of structural integrity, we systematically identify strengths and weaknesses in our clients planning. Volatility has become a way of life and managing ourselves personally and financially through the ups and downs is vital to our well being. We are committed to elevating that well being for those we come in contact with.

Skills

Communication, analysis, insurance, estate and retirement planning expertise, asset management.

Approach to Work

Discover, decode and deliver. We work with our clients to determine the path they have been following, stress test and compare to other approaches and advise on strategies to improve efficiency in their financial world. We believe that having a proven track to follow with savings/wills/trusts/debt/insurance/liability has reduced stress for our clients and enabled them to live more thoughtful, satisfying lives.

Services Provided

Life Insurance/Disability Income insurance, asset management, cash flow management, retirement income planning.

Educational Background

BA Syracuse University in Economics, Chartered LIfe Underwriter, Chartered Financial Consultant, Retirement Income Certified Planner.

Professional Background

Began my career as a life/health insurance broker, owned and operated a property casualty insurance agency which we sold to a public company. Bought back my division and developed our current practice designing it to provide high level service, uncommon knowledge and organization to our generally high income/high net worth clients.

Languages

English

SHARE

Share on whatsapp
Share on twitter
Share on linkedin
Share on facebook

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