Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.
At Barnes Wealth, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Barnes Wealth we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow annually over the long-term (10+ years)?
Our team of experienced professionals takes a “hands-on” approach to financial guidance. Not only will you find our staff members knowledgeable, you’ll discover they truly care about making your dreams a reality. As your financial professionals, we’ll help keep you focused on where you want to go, advise you on how to get there and remind you of the importance of maintaining a disciplined approach to realizing your dreams.
Get in touch today. Your wealth is our focus.
Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.
We have a team of experienced insurance professionals (multiple JDs, CPAs and insurance specialists) who identify risks and provide suitable comprehensive protection planning to mitigate these risks.
Understanding tax strategies and managing your tax bill should be part of any sound financial approach.
What’s the #1 fear in retirement? Running out of money. Get our step-by-step guide to help ensure your assets last a lifetime.
Identify the next set of challenges you may face and avoid these common mistakes. Get our step-by-step guide to focus on turning your first million into two.
Barnes Wealth’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need.
Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.
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Three economic data points released last week indicated the economy continues to rebound despite lingering challenges from the Delta variant. Job openings, which lag other measures by one month, fell to 10.4 million. Declines in demand for leisure and hospitality jobs pulled the openings back from July’s all-time high. Workers are showing increased confidence as a record 4 million people quit their jobs.
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There’s a scene in the TV show Friends where Rachel gets her very first paycheck as a waitress at Central Perk. “Who is FICA and why is he getting all my money?” she poses to the gang. Some people age 65 and older might have a similar sentiment when they get their Social Security check and see a chunk missing that’s gone to IRMAA.
Read MoreLast week, Democrats on the House Ways and Means Committee released a draft of their proposed tax plan, which includes changes to corporate, personal and other taxes, as well as retirement plans – though Social Security would be untouched.Read more
For the second consecutive month, the U.S. job market created far fewer jobs than expected. September’s report showed only 194,000 jobs were created, missing expectations by nearly 300,000. A deeper look at the data shows the report wasn’t as bad as indicated by the overall number.Read more
