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Barry Unterbrink, C.R.P.C.

Stetson Wealth Management
Financial Planning

Contact Information:

6278 N. Federal Hwy., Ste. 195
Fort Lauderdale, FL 33308
United States

Years in Business:

 

6

Clients I'm Seeking:

 

I'm seeking clients that are looking for Financial Planning help, especially in the pre and post retirement phases of their lives.

About My Business:

 

Services Our financial management services are fee-based. Management fees are based upon the level of service that you require. We do not earn brokerage commissions or broker-dealer incentives. This arrangement aligns your goals with ours – to increase your portfolio value over time, consistent with your objectives. Annual fees are negotiable for taxable and tax deferred retirement accounts. Retirement Planning Your retirement planning options may be confusing and your decisions will affect your life for many years to come. If you are in the workforce or thinking of retirement, we will analyze your employer benefit plan and recommend all options. Often there are prudent alternatives your employer may not offer that need to be considered. We can help you with plans including IRA's, 401k, 403-b, 457, ICMA, and TSA plans. Keeping your retirement funds tax deferred helps them build value faster and usually provides you larger balances once you retire. Non-Retirement Planning Depending upon your goals, most non-retirement accounts can be managed effectively, taking taxes into consideration. We’ll work to keep your money working hard, consistent with your investment objectives, using stocks, ETF's, bonds, no-load mutual funds and money market fund investments. Most brokerage accounts are domiciled at one of the discount brokerage firms. Alternative brokerage arrangements can be made. Ask us for details.

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