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Barnard Financial Group is your full-life planning expert. Our College Planning Division will assist your family in using the best strategies to prepare for college no matter what stage of the game you are in. Whether early or late stage, we have experts to assist you in the decisions that will allow you to meet all your financial goals. There is no need to dip into retirement or loose the hope of meeting other financial goals.
When your dreams include building a retirement portfolio to create the income you desire for those golden years, we can help. When your dream retirement has been fulfilled and you are faced with the process of transitioning through the maze of life care options and care planning, we will still be there.
Today, we work in helping individuals and couples plan for the day when they will retire. We do so by exploring your wants and needs and then tailor a financial plan for your individual situation by considering your level of risk tolerance and utilizing a varitety of financial instruments.
Our work in more than 35 Atlanta Metro Assisted Living Communities and Independent Living Communities has provided a unique perspective to the meaning of "retirement planning". Due to the cost of care, Transition Care Planning is more important today than at anytime in our history.
As an independent, Investment Advisory Representative I work as a fee-based financial advisor.
Our advice to you is completely based on what's best for you. Period. We think it's the only arrangement that's fair to our clients
We specialize in the following areas:
- Financial Planning
- College Planning
- Fee Based Asset Management
- Retirement Plans
- Life Care Transition Planning
- 401k, IRA and ROTH IRA Rollovers and Conversions
- Medicare Supplement Insurance - Medicare Pard "D"
- LIfe Insurance - Long Term Care Insurance - Annuities