Dean Barry Wealth Management handles document management through an online vault that enables clients to store documents, such as insurance policies, wills, healthcare power of attorneys, living wills, and property appraisals.
Through this advanced system, imaged data is centrally maintained while providing clients easy, around-theclock access.
Through WealthVision, a wellrespected software financial planning and management program, Dean Barry Wealth Management keeps information current and accurate.
Such orderliness provides clients with freedom and better control over choices about estate planning and management, as well as wealth transfer.
LPL Financial