Financial Solutions

 

CARL E. BARBER, CPA, CFP™

Financial solutions for you and your family

 

 

WEALTH MANAGEMENT

 

  • Fee based management of stock, bond and mutual fund investment portfolios
  • Asset allocation and rebalancing to meet investment objectives
  • Risk tolerance assessment and application
  • Design of each investment portfolio to meet the needs of the individual investor client
  • Active management and reporting of results and holdings 

 

INVESTMENT PRODUCTS

 

  • Mutual funds (load and no load)
  • Stocks
  • Bonds (Taxable and Tax Free)
  • Certificates of Deposit
  • REITS (Real Estate Investment Trusts)
  • Annuities (Fixed and Variable)
  • IRAs, SEP IRAs, Simple IRAs
  • Treasury Bills, Notes and Bonds
  • Agency Bonds

 FINANCIAL PLANNING

 

  • Minimizing tax liabilities
  • Projecting early or late retirement
  • Income generation strategies
  • Budgeting
  • Financial counseling and coaching for couples and individuals
  • Addressing spending and debt issues