Financial Services

Barbara provides you with investment and tax strategy advice to help you plan for the retirement lifestyle you deserve. Her clients include business owners, physicians, state and federal employees. Many are still working while some are nearing or enjoying retirement now.

A Comprehensive Plan

As an independent advisor with PlanMember, Barbara can help put a plan in place for your future. You can choose from a broad spectrum of Investment Options including professionally managed mutual fund accounts and insurance programs. You will also enjoy the Benefits of Membership through the PlanMember Services Program, a comprehensive retirement planning system designed to help take the mystery out of saving for retirement, while choosing the level of service that is right for your personal investment style. And because wealth accumulation and estate preservation includes coordinating financial planning with tax, legal and insurance professionals, Barbara will work with your team or introduce you to hers.

Long-term, Personalized Solutions

Barbara is dedicated to providing comprehensive financial and estate planning services to her clients. She will not recommend any course of action or any type of financial product until she is fully aware of your goals and objectives. Only once she is convinced that an action or product is suitable for you as a long-term solution will she make a recommendation.

Barbara helps you grow and keep your money through the following products and services:

 

Investments

  • Brokerage Accounts
  • Mutual funds
  • Variable Annuity
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • 457 Plans
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
  • CSRS/Fers
  • Veteran’s Aid
  • Assisted Living

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Health Insurance
  • Medicare Supplement