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Your Team Leader

 

The Team Leader For Clients’ Financial Well-Being

Many individuals, families, and business owners have various micro-managers that assist with financial decision making, whether that’s a family member or professional. These micro-managers are specialists in their particular area of expertise. But without a team leader, the individual is left with the complex responsibility of tying all those financial decisions together. This can prove problematic, as many don’t have the time or expertise in each area to evaluate the performance of those micromanagers.

With the goal of creating opportunities for clients and assist them through the many milestones of life and business, Barry Zimmerman seeks to act as the team leader for clients’ financial well-being. He and his team can work with clients’ other advisors or specialists, including attorneys and CPAs. Barry’s presence can enable clients’ other advisors to better perform their services. In addition, his experience in helping to build wealth, distribution, and conservation strategies can help improve the overall performance of a client’s plan.