Build your knowledge, grow your wealth.
Dedicated Investment Advice and personalized Estate planning services for your family
No more one-size-fits-all financial plans — our advice is tailored to meet your goals.
Estate Planning
Asset Management
Asset Management
Establish goals, define your strategy, and track your progress toward success — no matter what stage of life you’re in, or what your goals might be, our estate plans can help you chart a course to a successful retirement and beyond. Our plans included services like Nursing home asset protect, Veterans Benefits, Wealth Transfer, and Legal documents.
Asset Management
Asset Management
Asset Management
We tailor a fully integrated wealth management plan based on your individual needs — strategies to invest, transfer wealth, manage risk, maximize tax efficiency, reduce family conflict and enhance your lifestyle.
Legal Documents
Asset Management
Legal Documents
The real purpose of estate planning is to properly plan for your own disability or death. If you don’t make your own decisions in advance regarding your assets, your healthcare, etc., the courts, or what’s in the law, will make those decisions for you. Power of Attorney, Last Will & Testament, Trusts are all tools used in creating your estate plan
How much money should I have saved for retirement?
It depends. While generic planning formulas can be helpful, they don’t actually tell you what you, specifically, will need in your retirement. Everyone’s financial situation is unique, which requires a thorough understanding of your specific goals, individual financial habits, and even your behavioral biases. We can provide you with a comprehensive, personalized plan for retirement, taking into account your current spending habits, your ideal retirement lifestyle, healthcare costs and much more.
Where do I get money once I’m retired?
There are three primary sources of income you may have access to in retirement: personal retirement savings (IRAs), employer-sponsored plans (401(k), 403(b)), or Social Security. Knowing when and how to use these income sources is a critical part of successful financial planning, which is why client education is such an important piece of our planning process — we’ll help you define important milestones and develop strategies to overcome setbacks so you can feel less stressed and more optimistic about your financial future
How should I arrange my investments to meet my retirement needs?
Instead of holding a static mix of investments or withdrawing a set amount each year, we take a more flexible approach in order to adapt to your changing circumstances. This can better reflect how your spending will shift as you age, enabling us to adjust your portfolio as markets and your retirement time horizon evolve.
Copyright © 2022 Barber Asset Management, LLC - All Rights Reserved.
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Barber Asset Management, LLC are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A page 4, for additinoal information.
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Welcome to Barber Asset Management, LLC
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