Our Services

Barney Financial Services provides quality investment advice & personalized service to help you navigate today’s increasingly complex financial world. Whether you are saving for the future or wanting to make sure your money will last throughout retirement, we will do our best to help you work towards your goals. Our staff provides a personal level of services as we assist our clients with creating a comprehensive financial plan.

Financial Position

Know your current net worth
Track your current income and expenses
Ensure use of money is in line with values
Manage debt
Project your future net worth, income, and expenses
Help guide your investment and saving behavior

Risk Management

Prepare for the certainty of uncertainty
Insurance review
Provide for survivors in case of premature death
Replace earnings power if disabled
Provide ability to meet accumulation and education goals
Guard against unforeseen liabilities

Investment Planning

Have a smart place to get money
Create and maintain adequate cash reserve
Plan for major purchases or expenses
Review investment portfolio
Determine asset allocation and diversification

Tax Management

Reduce federal and state income taxes
Project future income tax liabilities
Develop long term tax planning strategies

Retirement Planning

Retirement income planning
Ensure adequate retirement income
Project the impact of early retirement
Utilize strategies for pensions and other qualified plans

Estate Planning

Determine exposure to estate and inheritance taxes
Outline appropriate estate planning vehicles
Take care of loved ones
Review potential tax planning benefits related to estate planning

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

reckloff@barneyfinancial.net | (308) 237-9167