Is Health Really Wealth?

AUGUST 2020

Kyle Oland shares how health and wealth go hand-in-hand and goes into detail about how he learned how important his health was to him.

Newsletter Includes:

  • Health tips you can implement

  • How you can take advantage of your health and turn it into wealth

Download now to read more...

Richard's Corner: Why Do Bad Things Happen?

JUNE 2020

Richard Berry discusses why bad things happen to good people and provides encouragement during uncertain times.

Newsletter Includes:

  • Info on temporary changes from due to COVID-19

  • Jordan & Anna Berry are celebrating being pregnant with a baby boy - Richard's second grandchild!

Download now to read more...

COVID-19 Update From Richard Berry

APRIL 2020

Richard Berry discusses what Berry Financial Group is doing to combat and handle COVID-19.

Newsletter Includes:

  • Message From Richard Berry

  • New Webinar Series - How To Thrive In COVID-19 Impacted World

  • Get To Know New Team Member Kyle Oland

Download now to read more...

THE SECURE ACT HAS BEEN PASSED!

FEBRUARY 2020

The Setting Every Community Up for Retirement Enhancement Act of 2019 was passed at the final hour of 2019, and you need to know about it. 

Newsletter Includes:

  • Upcoming Events - A Confident Financial Future

  • The Secure Act has been Passed! - Reid Mathews

  • 2020 Summer BBQ

Download now to read more...

ONE SOLITARY LIFE

DECEMBER 2019

He was born in an obscure village, the child of a peasant woman. He grew up in another obscure village, where He worked in a carpenter shop until he was thirty. He was an itinerant preacher...

Newsletter Includes:

  • Upcoming Events - A Confident Financial Future

  • Richard's Corner - One Solitude Life

  • 2019 Client Appreciation Recap

  • 2019 Holiday Hours

Download now to read more...

MEDICARE ANNUAL ENROLLMENT PERIOD

OCTOBER 2019

Reid Mathews discussing how simple enrolling in Medicare supplemental plans can be, as he enters his fifth annual enrollment period as an advisor! 

Newsletter Includes:

  • Upcoming Events - A Confident Financial Future

  • Richard's Corner: "Medicare Annual Enrollment Period" by Reid Mathews

  • 2019 Christmas Drop-In - SAVE THE DATE!

Download now to read more...

POOR MAN'S PIE

AUGUST 2019

Jana Berry Mathews sharing her favorite summer desserts and summer recipes, including the secret weapon to the homegrown produce they use for their family recipes. 

Newsletter Includes:

  • Upcoming Events - A Confident Financial Future

  • Richard's Corner: "Poor Man's Pie" by Jana Berry Mathews

  • 2019 Christmas Drop-In - SAVE THE DATE!

Download now to read more...

FREEDOM!

JUNE 2019

I hope that as we celebrate our country’s birthday, all of us will pause to ponder the extravagant freedom we enjoy because of the patriotic men and women who have sacrificially served our country. 

Newsletter Includes:

  • Upcoming Events - A Confident Financial Future

  • Richard's Corner: Freedom! 

  • 2019 Client Appreciation Event - SAVE THE DATE!

Download now to read more...

CASH NOT KING. CASH FLOW IS KING.

APRIL 2019

Where did the phrase "Cash is King" come from? It was used predominantly after the stock market  crash in 1987. The idea was that if you have enough cash on hand, you can take advantage when a big opportunity comes along, but what does that mean  today? 

 

Newsletter Includes:

  • Upcoming Events - A Confident Financial Future

  • Richard's Corner: Cash is NOT King. Cash Flow is King. (by Reid Mathews)

  • 2019 Client Appreciation Event - SAVE THE DATE!

Download now to read more...

REVERSE MORTGAGES

FEBRUARY 2019

For most people, these two words are taboo or scary when it comes to planning for retirement; however, I would like to take this opportunity to explore the positives that are associated with reverse mortgages as a piece that is important to examine in a retirement plan while also discussing the pitfalls to the product. 

 

Newsletter Includes:

  • Upcoming Events - A Confident Financial Future

  • Richard's Corner: New Beginnings

  • 2019 Client Appreciation Event - SAVE THE DATE!

Download now to read more...

ONE SOLITARY LIFE

DECEMBER 2018

He was born in an obscure village, the child of a peasant woman. He grew up in another obscure village, where He worked in a carpenter shop until he was thirty. He was an itinerant preacher...

Newsletter Includes:

  • Upcoming Events - A Confident Financial Future

  • Richard's Corner - One Solitude Life

  • 2018 Client Appreciation

Download now to read more...

MEDICARE ENROLLMENT PERIOD

OCTOBER 2018

This will be my fourth annual enrollment period as an advisor offering Medicare supplements. I have taken countless exams and tests about this program, and I am very passionate about helping people understand how complex and then potentially, how simple enrolling in Medicare supplemental plans can be. (written by Reid Mathews)

Newsletter Includes:

  • Upcoming Events - A Confident Financial Future

  • Richard's Corner: Medicare Annual Enrollment Period (R. Mathews)

  • Food Drive

Download now to read more...

The Gift of Grandparents - Reid Mathews

JULY 2020

Reid Mathews recounts a recent trip to his hometown in Tennessee and how during that trip he was able to see his grandparents.

Newsletter Includes:

  • Info on why a max funded life insurance policy might be right for you

Download now to read more...

Richard Berry: In The Eye of the Storm

MAY 2020

Richard Berry explains his thought process when he faces a strom in his life and what and who he relies on for strength.

Newsletter Includes:

  • The Investment Stategy Designed for These Times

  • New Digital Seminar Experience - Power of Indexing - May 28

  • Update on Summer Drop-In

Download now to read more...

What Is Luck?

MARCH 2020

With St. Patrick's Day coming up, Richard Berry discusses his thoughts on luck. Plus meet our new team member Jill Parent!

Newsletter Includes:

  • Richard Berry Discusses Luck

  • Get To Know New Team Member Jill Parent

  • 2020 Summer BBQ

Download now to read more...

NEW YEARS RESOLUTIONS

JANUARY 2020

As we start the New Year, 2020, many people will pronounce a New Year’s Resolution. New Year’s Resolutions might include beginning a diet plan, going to the gym to workout, kicking a habit such as smoking, paying off credit card debt...

Newsletter Includes:

  • Upcoming Events - A Confident Financial Future

  • Richard's Corner - New Years Resolutions

  • 2019 Christmas Drop-In Recap

Download now to read more...

WHERE DOES TIME GO?

NOVEMBER 2019

I am a proud Pops, and like so many of you, I just “happen to have” a precious picture of our first grand-baby, sweet Caroline. Pictures for me can bring a mixture of emotions from joy and happiness to disbelief and sadness as I marvel at how fast time really does go. 

Newsletter Includes:

  • Upcoming Events - A Confident Financial Future

  • Richard's Corner: "Where Does Time Go?" 

  • 2019 Christmas Drop-In - SAVE THE DATE!

  • 2019 Food Drive + Holiday Schedule

Download now to read more...

MY TIME WITH BEARS

SEPTEMBER 2019

Introducing Marleen Stedman, the newest addition to the BFG team! Sharing her adventurous learning opportunity attending a field course study at the Wildlife Research Institute in Ely, Minnesota, to study black bears: their body language, social organization, ecology and how people can better co-exist with them. 

Newsletter Includes:

  • Upcoming Events - A Confident Financial Future

  • Richard's Corner: "My Time with Bears" by Marleen Stedman

  • 2019 Christmas Drop-In - SAVE THE DATE!

Download now to read more...

I NOW PRESENT TO YOU...

JULY 2019

Mark 10:8, “and the two will become one flesh…” On May 18, 2019, at 4:00 pm, at our home, Jamison, our middle son, and Allyssa were married. 

Newsletter Includes:

  • Upcoming Events - A Confident Financial Future

  • Richard's Corner: I Now Present to You...

  • 2019 Client Appreciation Event - SAVE THE DATE!

Download now to read more...

TAXES IN RETIREMENT

MAY 2019

The Tax Cuts and Jobs Act of 2017 changed a lot of things. Over 85% of people will actually SAVE money on their taxes; however, what if you are in the other 15%?

Newsletter Includes:

  • Upcoming Events - A Confident Financial Future

  • Taxes in Retirement (by Reid Mathews)

  • 2019 Client Appreciation Event - SAVE THE DATE!

Download now to read more...

LIVING IN THE PRESENT

MARCH 2019

My word for last year was “present” – to be fully engaged in the moment at hand God has blessed me to experience and not to be distracted by the past or the unknown future.  

 

Newsletter Includes:

  • Upcoming Events - A Confident Financial Future

  • Richard's Corner: Living in the Present

  • 2019 Client Appreciation Event - SAVE THE DATE!

Download now to read more...

NEW BEGINNINGS

JANUARY 2019

Jan and I would like to introduce you to the newest member of our family – our very first grandbaby – Caroline Marie Berry. 

 

Newsletter Includes:

  • Upcoming Events - A Confident Financial Future

  • Richard's Corner: New Beginnings

  • 2018 Christmas Drop-In

Download now to read more...

THE MAJESTY & SPLENDOR OF THE KING

NOVEMBER 2018

November is one of my favorite months, but I think I feel that way with every month that rolls around. I am always ready for a new season after I have enjoyed the blessings of the previous one. (written by Richard Berry)

Newsletter Includes:

  • Upcoming Events - A Confident Financial Future

  • Richard's Corner: Thanksgiving - The Majesty & Splendor of the King

  • Food Drive

Download now to read more...

LONG-TERM CARE

SEPTEMBER 2018

Long Term Care insurance has evolved extensively over the past several years. Many people think the premiums will skyrocket once you start paying; and, if you ever need any of that money back that you have put in, you’re out of luck. Does that sound like a good deal to anyone? NO! (written by Reid Mathews)

Newsletter Includes:

  • Upcoming Events - A Confident Financial Future

  • Richard's Corner: Long-Term Care (R. Mathews)

Download now to read more...

BERRY FINANCIAL GROUP
MYRTLE BEACH, SC

4226 Mayfair Street 

Myrtle Beach, SC 29577

 

PHONE: 1.888.774.6181

FAX: 1.843.774.6191

NC DEPARTMENT OF INSURANCE
NCDOI Divisions, Services for Consumers, Company License Status: Berry Financial Group

Agent License Status: Richard Berry

SC DEPARTMENT OF INSURANCE
Agency Code: 142256
Individual: 154176

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Investment advisory and financial planning services are offered through Alphastar Capital Management LLC (“Alphastar”), a SEC registered investment adviser. Berry Financial Group and Alphastar Capital Management, LLC are separate and independent entities. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Berry Financial Group offers insurance products through individuals licensed to sell insurance. Comments regarding guaranteed returns or income streams refer only to fixed insurance products offered by Berry Financial Group and, unless specifically stated, do not refer in any way to securities or investment advisory products offered by Alphastar. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered or guaranteed by Alphastar.

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