15810 Wayne Avenue, Laurel, MD 20707, us
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E. Barnard S. Walsh, CEBS (Financial Consultant)

Financing and Investing Ideas

* Financial Review

 Analyze  your income, expenses, tax situation, assets and liabilities.  Discuss  options to help insure you are on a good track toward financial security 

* Portfiolio Analysis

 Review  your existing investments, including brokerage accounts, any IRA's,  Roth IRA's, Real Estate, 401(k) plans and any other money making  scenario. As you approach  the next stage in your life, are  any changes  appropriate? 

* Periodic Reassessment

 If you wish a periodic review, they can be scheduled for a small fee. 

* Annuities & Life Insurance

Guaranteed products may be suitable for part of your savings.  What types of annuities may be appropriate for your situation?  Also, identify any need for life insurance. Is any particular amount and type of Life Insurance suitable for your requirements?  

* After-Market Annuities

 Also  called "secondary  annuities" or "structured settlements".   Do you  think that any of these insurance company guaranteed income streams  might be useful for your situation? 

My Profile

Prior to 1997, I managed a $1. 67 billion annuities and  pensions department at an insurance company and later served as a trust officer (helping with client investments) at a large bank.  As an independent financial consultant since 1997,  I've been helping  small businesses and individuals safeguard assets, plan for retirement and save in taxes. When not working, I enjoy going to the beach and relaxing  with our grandchildren. 


Making & Meeting Goals

We start by discussing your situation and your goals . Then we review your current assets and liabilities. I use my experience, knowledge and skill to develop a blueprint and a plan of action designed to meet your desired requirements.

Fees

  • $115 to $185 perhour
  • Financial Study: Min $500
  • Fees are negotiable.

Barney Walsh

 I’m dedicated to helping both small companies and individuals manage assets and address certain tax issues.  You have worked hard and deserve a careful and conscientious approach. I discuss financial and tax ideas with you. We can use guaranteed vehicles, as well as equities and bonds to diversify. 


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Walsh Insurance & Investments

15810 Wayne Avenue, Laurel, MD 20707

(301) 575-4127

Hours

Anytime by appointment 

at your home or place of business.


Contact "Barney Walsh " at  301-575-4127