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Sagemark Consulting http://www.lfg.com/Barry FineIndividual and Group Benefits Specialist, Annuity and Insurance Specialist |
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Recent Blogs by Barry Fine
Leverage Retirement SolutionsTM Using Just-in-Time Retirement FundingTM
My company has access to money that is used solely to lend business owners / doctors / Lawyers / CPA’s, the money to “catch-up and /or replace the dollars needed for a secure financial retirement. This loan is a commercial loan to the Corporation that DOES NOT require any personal guarantee and NO factoring or pledging of any of your business or personal assets to secure or collateralize this loan.
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Business Description
Barry M. Fine has spent his career serving the complex financial needs of business owners, high net worth individuals and families as a financial planner and private wealth advisor. He specializes in offering small to mid-sized companies’ employee benefits for retirement, health & welfare, and risk management. Mr. Fine develops, implements, and reviews custom comprehensive wealth/life financial plans for private clients and small business owners. As an advisor with Sagemark Consulting he has access to a wide array of financial services and products. Mr. Fine is instrumental in the benefit plan and design and administrative services for the custodial and account support being provided by Lincoln Financial Advisors Corp, a broker/dealer and registered investment advisor.
Mr. Fine provides education and guidance on fiduciary responsibilities which includes an analysis of the investments within the plan, advisory fees structures, and revenue sharing arrangements. He offers one-on-one retirement income distribution guidance, employee orientation and enrollment meetings. Through his affiliation with Lincoln, Mr. Fine is able to provide direct telephone support calls during market hours, and semi-annual trustee and compliance reviews on all plan investments included in the Investment Policy Statement.
Mr. Fine graduated from Columbia University where he earned a Bachelor in Economics with distinction and an M.B.A. in Finance. He is a Certified Financial Manager™, and is a candidate for CFP® certification. His regulatory registrations include FINRA Series 7 (General Securities), Series 63 (States Securities Regulations) and Series 65 (Investment Adviser Representative). He holds Life, Accident & Health and Annuity licenses for New York, New Jersey, Florida and Delaware.
A frequent lecturer on financial planning topics, Mr. Fine has been a panelist at the International Association of Financial Planners at St. John’s University School of Law, at the Investment Expo in New York City, and at industry Symposiums. He was an Executive Vice President of Financial Advisory Services at Geometry Financial Partners, a registered investment advisor and Director of Financial Planning for Sagemark Consulting, a division of Lincoln Financial Advisors Corp. During his tenure Mr. Fine was Corporate Director of Financial Planning at Eagle Strategies Corp. a wholly-owned subsidiary of The New York Life Insurance Company where he developed training programs for advanced council level advisers throughout the national agency system on mastering the practice of financial planning. Mr. Fine was inducted to Who’s Who of Professionals in 1999, appointed the New York State Representative of the Asset Protection Society and is a member of the Hauppauge Industrial Association
Barry Fine is a registered representative of Lincoln Financial Advisors Corp.
Securities offered through Lincoln Financial Advisors Corp., a broker-dealer (Member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. CRN200908-2032893
General Information
Certificates / Affiliations:
* CWPP: Certified Wealth Preservation Planner TM
* CFM TM Certified Financial Manager
* M.B.A. - Masters in Business Administration
* FINRA Series 7, 63, 65 Registrations.
* Life, Accident & Health, and Annuity
* licensed in NY, DE, CT, NJ, FL
* New York State Representative of the Asset Protection SocietyTM
* Registered representative –Lincoln Financial Advisors Corp.
* Chairperson of the Philanthropy Committee for the Columbia Business School Alumni Association of Long Island.
Education:
* Columbia University, New York City
* Master of Business Administration (Finance)
* Columbia University, New York City
* Bachelor of Arts (Economics)
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