Private Wealth Management for Select Individuals
Barber Financial Group was founded in 1996 by our CEO, Dean Barber, after he had developed a passion for assisting those nearing retirement or already retired. After watching his grandfather worry about running out of money during retirement, Dean focused his attention on creating a wealth management firm where retirees and pre-retirees could receive financial planning that encompassed more than just their investments. Today, Barber Financial Group has offices in Lenexa, Lee’s Summit, and North Kansas City with Financial Advisors, a CPA, Insurance Specialists, and Estate Attorneys working together under one roof.
Our mission is simple – to help our clients live with clarity and confidence by providing unique retirement plans with a comprehensive approach. It’s a common misconception that retirement planning is solely based on your investment strategy. However, proper retirement planning is a complex process that requires a thorough look into your tax reduction strategies, estate planning wishes, insurance options, and most importantly, your needs and wants for your picture-perfect retirement.
Our Advisors, CPA, Insurance Specialists, and Estate Planning Attorneys work closely together to ensure that your comprehensive plan is designed to produce the most favorable outcome. We work exclusively with clients that have at a minimum of $500,000 in investable assets. We want our clients to feel not only educated but also a part of a community with like-minded individuals entering an exciting time in their lives. We do so by providing weekly workshops and webinars, monthly market and economic updates, and other forms of online education. That being said, Barber Financial Group also knows that retirement is not just about finances…it’s about fun! That’s why we started our Art Tasting and Travel Club, to provide our clients with opportunities to make new friends, helping to create a truly all-encompassing retirement experience.
If you’re interested in joining our community we’d love to hear from you. Fill out the form below to start your conversation with Barber Financial Group today.