FINANCIAL SOLUTIONS

 

CARL E. BARBER, CPA, CFP™

Financial solutions for you and your family

**DIVORCE FINANCIAL ANALYSIS

 

  • Identifying, quantifying and documenting marital and separate assets and liabilities
  • Projecting financial ramifications of proposed property settlement proposals
  • Retirement plan valuation
  • Stock option valuation
  • Earnings and spending analyses for Domestic Relations Affidavit
  • Preparation and negotiation of Property Division proposals
  • Analysis of financial documents including annuities, 401(k), retirement plans and business contracts
  • Assistance in securing, transferring and retitling assets after the divorce is final

 

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

 

SENIOR SERVICES

 

  • Needs assessment and referral to Geriatric Care Managers, Health Care Providers and other community based resources
  • Cash management services
  • Monitoring investments
  • Life Records organization
  • Estate, trust and tax planning

  **As a CPA divorce planning services are in no way affiliated with Multi-Financial Securities Corporation, nor does Multi-Financial Securities Corporation endorse nor offer any products or services regarding divorce planning.

*Securities and advisory services are offered through Multi-Financial Securities Corporation, member FINRA/SIPC