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
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