Financial Resource Group

Barry Goldwater

has been assisting people from all walks of life in the Boston and the New England area for more than 20 years, helping to build, protect and grow client assets with safety and guarantees. Barry has developed a specialty in working with retirees and those about to retire, who want to protect and grow their hard saved money and who want to ensure that their incomes last as long as they live. His practice focuses on helping his clients avoid the most common financial mistakes and he assists investors with growing their capital, increasing their income, more profitably organizing their investments and preserving their wealth. Barry is married with one son and he and his wife Nitza live in Auburndale, Ma. You are invited to get to know him a little better by checking out this website and also goldwaterfinancial.com - Dedicated to Long Term Care Education.

About Financial Resource Group

The Financial Resource Group is an insurance advisory firm specializing in protecting assets, building and preserving wealth. We are experts at growing and protecting retirement assets using the guarantees and safety of financial products not tied to risk. We protect your estate from the devastation of healthcare expenses and from death taxes so that the bulk of your estate goes to your beneficiaries and whomever you designate. We design our plans based on your expectations and our suggestions mirror your dreams and goals.

• Annuity Experts - Rebuilding assets lost to market declines. Reducing taxable income and guaranteeing lifetime income with fixed income and equity indexed annuities.
  
• Long Term Care Specialist - Protecting accumulated assets from the devastating financial costs associated with long term health care.
  
• Life Insurance Consultant - Using life insurance to protect business interests as well as estate interests from taxed and premature death. Helping charities create insurance endowment strategies to fund future growth and development. Building insurance into profit sharing 401k plans to make it tax deductible.
  
• IRA Specialist - Helping clients understand how to appropriately position IRA assets for maximum growth and income with the least tax consequence. Since IRA's are the most heavily taxed asset, it is important to understand how to transfer it intergenerationally and how to distribute from it.
  
• Pension Specialist - Design and establish the appropriate retirement strategy to build wealth with maximum tax deductions.

We welcome you

to our Web Site. We tried to provide the viewer with a basic understanding of some subjects we specialize in. If you have a need for our service, you can call or complete one of the forms provided.