What We Do
Second Opinion
At Barber & Associates Financial Group, we recognize the significance of having confidence in your financial strategy. This is why we offer second opinions on your current retirement plan, investments, or financial advisor’s recommendations – with no obligation whatsoever. Our team of experts will assess your present plans and furnish objective, unbiased feedback customized to your unique financial situation. Rest assured, knowing that your retirement strategy is on the right path, or discover new opportunities to optimize your financial future.
Tax-efficient Retirement
Explore the advantages of a tax-efficient retirement and secure your financial future with our exclusive and reliable approach. At Barber & Associates Financial Group, we utilize our expertise to create customized plans that cater to your specific requirements and objectives. Our strategies are aimed at maximizing your wealth while minimizing your tax liabilities, ensuring a comfortable and stress-free retirement. Allow us to guide you towards financial success, providing you with the peace of mind you deserve.
Kai-Zen®
We have all used leverage to purchase a nicer house or to buy a better car. Kai-Zen uses leverage for the potential to accumulate more growth & obtain more protection, while providing the ability to maintain your current standard of living. That’s the smart way to use leverage.
Sound interesting? Reach out today via email or LinkedIn to find out if you qualify.