You need a financial plan customized and tailored to address your specific financial circumstances.  Barb & Company can do exactly that through education, simple guidelines, and best practices. Through discussions on your financial situation, we provide you with an initial analysis and preliminary projections.  We then continue to partner with you to meet your goals considering your everchanging personal and financial landscape.

Barb & Company Financial Planning Services

Barb & Company provides professional financial planning services to individuals by focusing on the following:

  • Cash Flow & Retirement Needs Analysis

  • Education Planning

  • Risk Management (Insurance) Needs

  • Investment Strategy

  • Tax Coordination (with your current tax services)

Still have questions? We’re here to help get them answered! Contact us about our Financial Planning Services today.

Did You Know?

The word accountant is from the French word compter, which means to count or score.

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