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Our Services

Barney Financial Services provides trustworthy 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 reach 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
  • Protect ability to meet accumulation and education goals
  • Guard against unforeseen liabilities

Investment Planning

  • Always 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

  • Minimize 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 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.

[email protected]  |  (308) 237-9167