Being on a team… our team, your team, any team requires a certain presence. Being in the right place at the right time… executing the right solution in the right way. At Barry, Evans, Josephs & Snipes we call that time the “need moment.” These are the inevitable, and often difficult, times when our clients realize who is on their team and what their value is. These are the times when our clients are glad they have us “in the room” and are comforted in the knowledge that they have the right solution working for them.
Of course, there are lots of moments before that time to prepare, plan, and create a strategy that will help protect and preserve the priorities that matter most to you. We will work with you and your team of advisors to navigate the complexity and help turn uncertainty into certainty.