Berry Financial Group

Berry Financial Group is a financial planner in Myrtle Beach, SC, operating with offices in Dillon and Leland, NC. Founded in 1987 by Richard A. Berry, the independent firm specializes in helping pre-retirees and retirees achieve financial peace of mind through safer investment strategies. The company serves the Pee Dee and Grand Strand areas of North and SC, assisting over 3,000 clients with Income Planning, Asset Management, Medicare Supplements, Legacy and Life Insurance Planning, Retirement Strategies, Long Term Care, Estate Planning, and Tax Services. Richard Berry has taught thousands of people how to protect assets, increase retirement income, and reduce taxes through his "A Confident Financial Future" programs. He holds a Bachelor's Degree from Francis Marion University, a Chartered Financial Consultant's Degree (ChFC), a Chartered Life Underwriter's Degree (CLU) from The American College, and a Certified Long Term Care (CLTC) designation. Berry was nominated as 2007 Advisor of the Year by Senior Market Advisor magazine and received the Noble Achievement Award from American Equity in 2014.

The firm operates with a team of 18 members who begin each day with devotions, reflecting a business culture centered on faith, family, finances, fitness, and fun. Berry Financial Group is a member of the Dillon County, Myrtle Beach, and North Brunswick Chambers of Commerce. The team focuses on building lasting relationships rather than offering a one-size-fits-all approach, treating every client as a member of the family. Services are designed to address specific needs such as closing Medicare gaps, replacing income through life insurance, stretching savings over 25 to 30 years, and preparing for long-term care or major life events like marriage or divorce. The firm also guides clients on Social Security benefit timing, helping them decide whether to claim benefits at age 62, wait until full retirement age, or delay until age 70 for the largest possible monthly benefit.

Berry Financial Group maintains a solid reputation among the customers it has served, holding a rating of 4.80 based on 13 reviews. This standing reflects the firm's long-standing presence in the region and its focus on personalized wealth management for those approaching or enjoying retirement.

Services:

• Asset Management
• Income Planning
• Legacy and Life Insurance Planning
• Medicare Supplements
• Retirement Strategies