GET TO KNOW BERRY FINANCIAL GROUP, INC.
It is our belief that as we are approaching or enjoying retirement we should seek safer investment strategies. We work diligently to build relationships and to prove ourselves worthy of the trust and confidence placed in us by each and every client who becomes a part of our Berry Financial Group family. Our services include Income Planning, Asset Management, Medicare Supplements, Legacy and Life Insurance Planning, Retirement Strategies, Long Term Care, Estate Planning, and Tax Services.
We specialize in helping our clients in their efforts to achieve financial independence. It is our belief that excellence in service is achieved by concentrating on one thing; every client of Berry Financial Group is treated as a member of our family with whom we want to develop a caring and lasting relationship.
RICHARD BERRY, CLU, ChFC, CLTC
Investment Advisor Representative
PRESIDENT, BERRY FINANCIAL GROUP, INC.
Richard Berry has been assisting pre-retirees and retirees in the Pee Dee and the Grand Strand areas of North and South Carolina since 1987. Through his programs titled, “A Confident Financial Future,” he has taught thousands of people how to protect and preserve their assets, increase their retirement income, and reduce their taxes.
Richard’s home is in North Myrtle Beach, South Carolina. He is a member of Ocean View Baptist Church in Myrtle Beach. His firm, Berry Financial Group, is a member of The Dillon County, Myrtle Beach, and North Brunswick Chambers of Commerce. He earned a Bachelor's Degree from Francis Marion University and a Chartered Financial Consultant's Degree (ChFC) as well as a Chartered Life Underwriter's Degree (CLU) from The American College. He also earned his Certified Long Term Care (CLTC) designation to better help his clients prepare for the possibility of one day facing an extended illness or frailty. He was nominated as 2007 Advisor of the Year by Senior Market Advisor (SMA) magazine and is a leading mentor to other financial advisors nationwide. In 2014, Richard was honored as a recipient of the Noble Achievement Award by American Equity for his exemplary service in the financial services industry. Upon receiving this award, Richard replied, “I received this award not because of my greatness but because of the great God I serve.”
He attributes his success to relationships, teamwork, focus, and passion. He has three office locations and 18 Berry Financial Group team members to better serve his 2,800+ clients. He believes some people leave their financial advisors not because of a lack of returns but because of a lack of relationships. The Berry Financial Group team begins each day with devotions as they pray for each other and for clients.
His business and personal life reflect his core belief that success comes from the five “F's” - faith, family, finances, fitness, and fun. He married his high school sweetheart, Jan, in 1987. They have four children, Jordan, Jamison, Jana, and Lani. His understanding of retirees and their needs has been enhanced through the personal and financial care he was able to provide his parents during their Golden Years and until their deaths in 2000 and 2001. He exercises daily and enjoys tennis, golf, water sports, and snowboarding, and the time he cherishes most is spent with his family.
"Our Mission is to serve, love, and care for every person God allows us to meet."
JAN BERRY, CLTC
VICE PRESIDENT, BERRY FINANCIAL GROUP, INC.
Jan earned her BS from Francis Marion University in Florence, SC, taught school, worked part time with Richard, and was blessed to be able to spend a great deal of time at home while their children were young. In 2002, Jan began working full-time at Berry Financial Group, received her life and health licenses and also earned her Certified Long Term Care designation (CLTC). She and Richard specialize in helping pre-retirees and retirees build, protect, and preserve their assets. They understand that a financial portfolio should reflect one’s age, risk tolerance, and income as well as liquidity needs. Investment choices that offer safety and peace of mind are of utmost importance just before and during retirement. At Berry Financial Group, relationships and service are key. To better serve clients in the Pee Dee and in the coastal areas of SC and NC, Berry Financial Group has three office locations and 18 team members.
While Richard focuses mainly on portfolio management with an emphasis on reducing market and longevity risks, Jan has a passion for helping clients reduce the risk that health care poses. Through the loss of three of their parents within 18 months from 1999 to 2001, Jan is able to understand the emotional, physical, and financial devastation that long term care events cause. She also educates clients about Medicare options so they can make wise health care choices.
Jan and Richard believe that their roles are ones of service and that Berry Financial Group is truly a ministry through which they can help pre-retirees and retirees better manage the resources with which they have been blessed. They also give back to the financial community by coaching other financial advisors and their teams to better understand the unique aspects of retirement planning. Jan believes that life is about balance with faith, family, finances, fitness, and fun being her priorities. Outside of Berry Financial Group, she enjoys time spent with Richard, Jordan and Anna (oldest/son and wife), Jamison (middle/son), Jana and Reid (youngest/daughter and husband), Lani and Caroline, their first grandbaby. Jan enjoys time spent with family, tennis, water sports, snowboarding, cooking, and card/board/word games.