Garry Steven Burry, CLTC®

Wealth Management Advisor



"Through work over several years with common clients, I have seen how Garry's clients identify and value several of his key strengths: (1) identifying opportunities; (2) project management with strong, persistent follow-through; (3) in-depth knowledge of long-term care options; and (4) providing solutions for sustainable income flows from retirement savings and/or business sale proceeds."

C. Carter Ruml, trust & estate attorney, Ruml PLC., Louisville (and NM client)



"When we first met Garry Burry, we were worried about market risks and how they might erode our retirement savings, but Garry showed us how to reduce those risks. We also had concerns about estate planning and Garry helped us structure our wills so that the different needs of our children could be handled appropriately. And we were worried about income sufficiency during our retirement years, so Garry advised us how to insure our assets so that they provide a guaranteed income for life. In sum, Garry helped us achieve peace of mind regarding every aspect of our retirement planning program.

Before we met Garry, we wondered who we might rely on to help us in the later years of our lives, especially should one of us suffer ill health or lose our capacity to make good financial decisions. Garry has demonstrated that he and his staff place the needs of clients first. He has earned our confidence as a trusted adviser for the long haul."

Brian and Barbara Engelland



"We met Garry in the early 1990s and he has assisted us with our insurance and estate planning needs. Most recently Garry has taken us through a "360" review of our personal legal documents, investments and investment strategies, and estate planning. The value and insight that Garry and his team have provided us has exceeded our expectations."

Ed and Tish Berry




"I met Garry in 1985, when I bought my first policy right out of college. We have had an ongoing insurance relationship ever since, meeting at least once a year, and he has helped me adjust my coverage as my family grew and changed. He has always been trustworthy, dependable, friendly and easy to work with."

John Hodgson







The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.


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