Have you thought about how much money you need to receive on a yearly basis to live the retirement life you’ve dreamed of? Does your retirement portfolio account for yearly inflation, market volatility, or higher taxes? The financial advisors at Barber Financial Group care about your goals and unique situations and want to help you successfully transition from paycheck to portfolio income. Let us worry about the details and provide you with a plan specifically designed for you.
If you have a cavity, you make an appointment with a dentist. If you have an earache, you go see a doctor. If you are worried about your finances in retirement, you may need a wealth manager. At Barber Financial Group, our advisors act as fiduciaries who are trained to deal with many financial topics, goals and priorities in order to customize plans to help meet them. With our 4 Pillar specialists (investment, taxes, insurance, and estate) working together all under one roof, all aspects of your portfolio act as a well-oiled machine, working together to take you to your financial destination.
BFG Tax Service
Tax planning can be the foundation of a successful retirement. In fact, it is important to know that taxes may matter more after retiring then they do before. BFG Tax Service and our on-staff CPA provide tax preparation and tax planning services to help create a long-term tax reduction strategy for your upcoming or current retirement plan. Don’t underestimate the importance of efficient tax planning at this chapter in your life.
Estate Planning – BFG Legal Services
One of the single most important things you can do for your family is have a comprehensive and up-to-date estate plan. At BFG Legal Service, our Attorneys will focus on your specific circumstances and develop a strategy that fits into your overall financial plan. Click below to learn more about how we can help make sure your wishes are fulfilled, your family is protected, and your assets carry onto the next generation.
Social Security provides an important source of guaranteed income for most Americans. With the recent changes by lawmakers, choosing an appropriate claiming strategy is even more important under those new Social Security regulations. Understanding your options is complicated and not every strategy will work for every retiree. Barber Financial Group can help you analyze your financial situation and develop a personalized plan to help you best leverage your Social Security benefits.
BFG Insurance Service
Insurance should be thought of as a risk management tool, and as something that protects you and people you love. Far too often, people are just sold insurance without any consideration as to how or if the policies have a defined, beneficial place in their overall financial plan. Why pay for unnecessary policies that have no benefit other than to your agent? BFG Insurance Service will make sure all recommendations are made with this comprehensive endpoint in mind. Click below to learn more!