Terms of Service

Last updated: June 30, 2025

By accessing or using this website, booking a strategy session, or submitting your information through any Barry Financial form, you agree to be bound by these Terms of Service. If you do not agree, please do not use our website or services.

1. Use of Our Services

Barry Financial provides educational content and strategy sessions related to retirement planning, insurance, and financial strategies. By using this site, you confirm that:

You are at least 18 years of age

You are providing accurate and truthful information

You are using this site for personal, non-commercial purposes

2. Not Financial or Tax Advice

The information provided by Barry Financial, including during strategy sessions, is for educational purposes only. It is not intended to be, and should not be construed as:

Investment advice

Tax or legal advice

A substitute for personalized financial planning from a licensed advisor

We recommend consulting a licensed tax advisor, financial planner, or attorney before making financial decisions.

3. Insurance Licensing and Availability

Insurance products are offered through Barry Financial and its licensed agents. Not all products or services may be available in all states. Availability may vary based on licensing and local regulations.

4. Booking and Scheduling

By submitting a survey or scheduling a strategy session, you agree to be contacted by Barry Financial via phone, email, or SMS regarding your session and related services. You may opt out of marketing communications at any time.

5. Limitation of Liability

Barry Financial is not responsible for any losses or damages resulting from:

Use or misuse of information provided on this site

Delays in communication or appointment availability

Third-party services or tools used for scheduling or communication

Use of this website and our services is at your own risk.

6. Intellectual Property

All content on this site, including logos, text, graphics, and videos, is the property of Barry Financial and may not be copied, reproduced, or redistributed without written permission.

7. Changes to These Terms

We may update these Terms of Service at any time. Updates will be posted on this page with a revised date.

8. Contact Us

If you have any questions about these Terms, please contact us at:
Barry Financial
📧 [email protected]
📞 314-410-7882