Service / Integrity / Trust
Our mission at Barfield Wealth Management is to help you create a clearly defined vision of your financial goals and guide you along a path that leads you to success.
We combine a personalized "small town" approach with fully comprehensive financial planning to realize your goals.
Eight Wealth Management Issues
Whether your wealth is valued at $100,000 or $10,000,000 it is important that you actively address the issues that managing wealth presents. In order to prepare a secure financial future for you and your loved ones, 8 key wealth management issues must be properly addressed. Each issue is interrelated and works as a balancing scale; an adjustment to one, directly affects all of the others. Without properly addressing these issues, you may find your finances out of balance.
Are these 8 Wealth Management Issues being handled within your current financial plan?
- Investment Management
- Cash Flow & Debt Management
- Risk Management
- Retirement Planning
- Tax Planning
- Education Planning
- Estate Planning
- Special Situations Planning
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.