Our Services...

To share with you the benefits of Financial Life Planning where we utilize a comprehensive approach that considers the interrelatedness of all of the elements within one's financial life and help you create a balance between managing your wealth and living your life. 


// 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. We take a comprehensive approach in developing financial plans that 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
  • Estate Planning & Conservation
  • Business Financial Planning
  • Investment Management Planning
  • Wealth Management
    Estate Planning
  • Retirement Distribution Planning
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// Advice Offered

  • Stock & Mutual Fund Review
  • Insurance Analysis and Planning
  • Asset Allocation Models
  • Money and Cash Management
  • Portfolio Review
  • College Planning
  • Financial Plans
  • Charitable Planning
  • Estate Distribution Techniques
  • Tax Planning
  • Retirement Distribution Options
  • Social Security Maximization Analysis

// Investments Portfolio

  • Institutional Management Stocks
  • 401(k) Plans
  • Bonds, Mutual Funds
  • Money Purchasing Plans
  • Limited Partnerships
  • Profit Sharing Plan
  • Oil and Gas Properties
  • Simple Employer Pension Plan (SEP)
  • Unit Investment Trusts
  • Simple IRA
  • Annuities (Fixed and Variable)
  • Traditional IRA
  • Retirement Plans
  • Roth IRA
  • Real Estate Investment Trusts (REITS)

// Insurance Options

  • Life
  • Long Term Care
  • Disability
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// 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 divorce 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

Avoiding the Top 10 IRA Rollover Mistakes

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