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FEE BASED Financial Planning

As an Independent Fee-Based Financial Advisory firm, BARR Financial Services believes financial advice should always be separated from product acquisition. In other words, there are no limitations in our dialogue with clients about potential strategies and courses of action.  We take a comprehensive approach in developing financial plans there are based solely on our clients goals and aspirations.  They are not based on including any particular product or provider of products.

We believe you will find our fee structure to provide great value and comfort in planning your financial future.  The level of expertise, detailed process and amount of research that goes into every comprehensive plan produces great value.  A high level of comfort is found in knowing your financial plan was developed without bias toward any company or product.   BARR Financial Services takes the time to truly listen and gather all of the facts.  You can be assured your financial plan is customized with only you and your family’s individual situation in mind.

  • Personal Financial Planning
  • Business Financial Planning
  • Wealth Management
  • Retirement Distribution Planning
  • Estate Planning & Conservation
  • Investment Management Planning
  • Retirement Distribution Planing
  • Estate Planning