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Barry, Evans, Josephs & Snipes Barry, Evans, Josephs & Snipes Barry, Evans, Josephs & Snipes Barry, Evans, Josephs & Snipes
 

Round Table

Navigating complexity in a way that creates practical solutions. Easier said than done. At Barry, Evans, Josephs & Snipes it is a team effort. Gathering around the table is a frequent activity. Over the years, we have learned that there is no substitute for exchanging information and perspective with respected colleagues. It has become an indispensable feature of our culture. We challenge assumptions, create scenarios, do the math, and stress test everything. At the end of the day, we are confident that our solutions are not just practical but durable. And we believe our clients benefit from our culture and work-style as much as we do.

Article Archive

  • 1/29/2021
    The Year-End Relief Bill Revives A Retirement Income Planning Idea
  • 11/12/2020
    Unum White Paper – Who needs it, who buys it, how to offer it
  • 11/11/2020
    Need for Income Protection—Income Replacement
  • 02/11/2020
    Do You Qualify?
  • 02/06/2020
    Wholesale Product Principles 2020
  • 01/07/2020
    Asset Protection with a Capital Needs Analysis
  • 01/07/2020
    Asset Protection with Disability Insurance
  • 09/16/2019
    Qualified Retirement Plans – Service & Solutions
  • 02/01/2018
    Market Volatility and Rising Interest Rates…What’s Going on with my Life Insurance Policy?
  • 06/20/2016
    Collecting Social Security Strategically
  • 06/08/16
    7 Questions Your Client Assumes You Ask an Insurance Carrier
  • 02/11/15
    The Smart Way to Teach Children About Money
  • 01/22/15
    Obama Takes Aim at ‘Step Up’ Tax Break on Inherited Assets
  • 12/10/2014
    Inheriting Well
  • 10/21/2014
    Selecting the Right ILIT Trustee – Art or Science?
  • 09/16/2014
    Boomer Esiason’s Advice for Millenials…
  • 03/24/2014
    The Impact of Longevity on Retirement Planning
  • 09/06/2013
    The Longest Contract You May Ever Enter Into…
  • 04/23/2013
    M Financial Group Proprietary Product Brochure
  • 03/27/2013
    “Proprietary Products” – What Does That Really Mean?
  • 02/06/2013
    Want to Avoid the Estate Tax Cliff?
  • 10/02/2012
    Long Term Care Needs – A Better Solution

Life Insurance Retirement Plan

Disclosures

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Barry, Evans, Josephs & Snipes is independently owned and operated. Barry, Evans, Josephs & Snipes is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.

Check the background of this firm and/or investment professional on FINRA’s BrokerCheck

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. CA Insurance License #0L92155

Client testimonials may not be representative of the experience of other clients and do not guarantee future performance or success. Clients were not paid for their participation. None of the testimonial content relates in any way to the provision of investment advisory services.

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

#5621209.1

Barry, Evans, Josephs & Snipes

6525 Carnegie Blvd, Suite 402
Charlotte, NC 28211
Phone: 704.333.0508
Fax: 704.333.0510
M Financial Group
Barry, Evans, Josephs & Snipes © 2026

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