Personal Planning

Barry Spitzer & Associates provides individuals and families guidance in their financial decisions. Our clients have broad concerns, and we work with all clients to individually address their needs. We develop solutions that are tailored within unique and specific parameters, while remaining flexible.

Our planning encompasses detailed financial concerns and personal objectives. Combining these two, generally opposed, approaches offers powerful solutions.

In our review, we consider numerous life events and risks, goals and timelines, and experience to develop a precise plan of action. Our solutions often utilize various financial products.

• Life Insurance
• Disability Insurance
• Long Term Care Insurance
• Health Insurance
• Retirement Funding
• Asset Allocation Modeling
• Trust and Estate Planning
• College Savings Plans
• Life Settlements
• Mutual Funds
• Annuities
• Individual Retirement Accounts (IRAs)

Investment advisory services provided by SMB Advisors LLC, a State Registered Investment Advisor.

Barry Spitzer & Associates Ltd. and SMB Advisors LLC are independently owned and operated.