Broker Check

Our Advantage

Five benefits of working with Barry Zimmerman and his team:

Customized Financial Strategies
Barry’s personal loyalty and professional dedication empower his clients with the knowledge they need toward achieve financial success. His creative problem-solving abilities and proven network of related-industry experienced professionals help to deliver custom-tailored professional financial strategies. Their process allows them to help clients understand their financial situation and develop an effective approach designed to help maximize their financial potential.

Macromanagement
Many clients have several micromanagers that assist them with elements of financial decision making. Barry seeks to act as the team leader, tying together all of those individual financial decisions. Acting as a team leader, Barry enables clients’ micromanagers to better perform their services.

Holistic Approach
Through a holistic approach combining education, analysis, and planning, a personal program is developed to help clients understand how they can meet and exceed their financial goals, leveraging all aspects of their financial situation.

Some of the possible outcomes for clients may include:
  • Minimization of income taxes.
  • Greater accessibility to, and control over their wealth.
  • Identifying inefficient strategies and creating cost recovery methodologies.
  • Producing alternate strategies rather than opinions, attitudes, or sales hype.
  • A highly accurate cash flow projection.
  • Illustration of the critical role insurance plays during one’s lifetime (not just after).
  • Developing valuable estate/charitable planning opportunities.

Independence
Besides Guardian's products and services, Barry may offer the products and services of other fine companies based on his clients' individual needs.

Flexible and Transparent Fee Structure
Depending on the client’s needs, Barry offers commission, fee-based, and asset-based services and products. He seeks to ensure clients understand what and how they’re paying.

 

Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.