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As a Life Planning firm BARR Financial Services provides a wide-array of products and services. Wealth Management, Tax Planning and Estate Conservation are just a few of the Services provided in the extensive list you will find below.
FEE BASED Financial Planning
- Personal Financial Planning
- Business Financial Planning
- Wealth Management
- Retirement Distribution Planning
- Estate Planning & Conservation
- Investment Management Planning
- Retirement Distribution Planing
- Estate Planning
DIVORCE Planning Service
HOW CAN A CERTIFIED DIVORCE FINANCIAL ANALYST™ HELP?
Kirk can examine the financial issues of your divorce, and provide you and your attorney with powerful data to support your case.
As a CDFA™ Kirk is trained to:
- Help determine the short-term and long-term financial impact of a proposed divorced settlement using powerful proprietary software
- Offer valuable insight into the pros and cons of different settlement proposals
- Help you avoid the common financial pitfalls of divorce
- Create personalized reports and graphs illustrating the financial status, cash flow, and net worth of both parties
Kirk can help you to understand:
- Personal vs. marital property
- Valuing and dividing property
- Retirement and pensions
- Spousal and child support
- Splitting the house
- Tax problems and solutions
- Which settlement to choose
You’ll benefit from Kirk’s guidance by:
- Having peace of mind that your settlement is financially feasible
- Hearing an objective viewpoint in an emotional situation
- Getting expert advice about your special financial needs
SERVICES Offered
- Stock & Mutual Fund Review
- Asset Allocation Models
- Portfolio Review
- Financial Plans
- Estate Distribution Techniques
- Retirement Distriubution Options
- Insurance Analysis and Planning
- Money and Cash Management
- College Planning
- Charitable Planning
- Tax Planning
INVESTMENTS Portfolio
- Institutional Management
- Stocks, Bonds, Mutual Funds
- Limited Partnerships
- Oil and Gas Properties
- Unit Investment Trusts
- Annuities (Fixed and Variable)
- Retirement Plans
- Real Estate Investment Trusts (REITS)
- 401(k) Plans
- Money Purchasing Plans
- Profit Sharing Plan
- Simple Employer Pension Plan (SEP)
- Simple IRA
- Traditional IRA
- Roth IRA
