Barbara's services are designed for individuals, families, businesses and other organizations that require professional assistance managing their wealth.

  • Successful executives looking to enhance the growth of their wealth
  • Business owners and farmers who need help managing their personal and business assets
  • Pre-retirees who want to make the most of retirement savings as they approach retirement
  • Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security & guidance to transfer their wealth in an efficient manner
  • Women who are looking for a trusted partner to provide ongoing advice and education to help them secure their financial future.