INDEPENDENT, FEE-BASED

FINANCIAL PLANNING

As an independent financial advisory firm we take a comprehensive approach to planning that considers how all the elements in your financial life work together.

FULL-SERVICE FINANCIAL PLANNING

BARR Financial Services offers a wide range of services to ensure we provide a comprehensive approach in developing financial plans that are based solely on our clients’ needs. Our financial guidance is never based on including any particular product or provider of products.

We believe you will find our fee structure to provide great value in planning your financial future. The level of expertise, detailed process and amount of research that goes into every comprehensive plan produces a sound foundational guide. A high level of comfort is found in knowing your financial plan is developed by considering all aspects of your family’s financial life. 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.

SERVICES OFFERED

As part of the BARR Financial Family, our clients have access to a wide range of financial services that can be customized to help them meet their unique goals and live the life of their dreams.  Please contact us to learn more about the comprehensive list of services we provide.

GET IN TOUCH...

HOW CAN WE HELP YOU?

INITIAL STEPS

We begin with a simple consultation that consists of an overview of our process and a dialogue about your family’s goals and aspirations. When you choose to work with us, we take a coaching approach that focuses on-

  • What’s Important to You
  • Your Comfort and Confidence

A complete financial physical is the only way to feel confident about your future. We welcome you to contact us to learn more about how we serve our clients.

IMPORTANT QUESTIONS

Create a balance between managing your wealth and living your life.
  • 1@2xCreated with Sketch.1. When is the last time I sat down with my significant other and had a deep discussion about our goals and how to achieve them?
  • 2@2xCreated with Sketch.2. Based on my current retirement plan, at what age does our money run out?
  • 3@2xCreated with Sketch.3. Do I understand risk and how would I define my current level of risk?
  • 4@2xCreated with Sketch.4. Have we developed a family mission statement?
  • 5@2xCreated with Sketch.5. If I should die or become disabled, do I have a trusted financial expert that knows, in total, all of the components within my family’s mission and how we intend them to work together?

DIVORCE PLANNING SERVICE

It is important to understand the potential impacts divorce can have on your financial future.  In order to offer the most comprehensive financial guidance possible within BARR Financial Services, Kirk earned the designation of CERTIFIED DIVORCE FINANCIAL ANALYST™ 

He can examine the financial issues of your divorce and provide you and your attorney with powerful data to support your case.  Kirk can help you understand the financial issues involved so you can make an informed decision about what you feel is best for you and your family.

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 WILL BENEFIT FROM KIRK'S GUIDANCE BY:

  • Having confidence that your settlement is financially feasible
  • Hearing an objective viewpoint in an emotional situation
  • Getting advice about your special financial needs