Individuals & Families

The individuals and families we work with quickly discover at Barfield Wealth Management we are a process-driven, solutions-based, forward-thinking firm dedicated to providing you with the financial solutions that complement your unique life and circumstances.

Our priority is to deliver holistic, methodical financial advice along with a tailored experience aimed at enhancing your life as well as your family's. We believe in offering guidance and service that reflect the uniqueness of each individual or family we serve. Every financial strategy we develop is customized, taking into account our clients' specific situation, including cash flow, investment goals, personal ambitions, and the requirements for portfolio expansion and retirement income.

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Our 8-step Process Provides You With Flexibility and Scales with You as Your Situation Changes

Managing wealth presents several challenges, regardless of whether your wealth is valued at $100,000 or $10,000,000. To prepare for a secure financial future for you and your loved ones, it's essential to actively address these eight key wealth management issues. These issues are interconnected and act like a balancing scale, meaning that changes to one issue can directly impact the others. Failure to address these issues can lead to financial imbalances.

Our in-house team of private wealth advisors, CPAs, CFP®, insurance and estate planning experts develop your personalized financial plan addressing these 8 wealth management issues:

1

Investment

Management

Effectively managing your investments to maximize returns and minimize risk.

2

Cash Flow

& Debt Management

Managing your income and expenses while minimizing debt.

3

Risk

Management

Protecting yourself and your assets against potential risk.

4

Retirement

Planning

Preparing for a comfortable retirement by creating a plan to accumulate savings and generate income.

5 Tax Planning

Minimizing your tax liability and maximizing your after-tax income.

6

Education

Planning

Saving for your children's education expenses

7

Estate

Planning

Planning for the transfer of your assets to your beneficiaries after you pass away.

8 Special Situations Planning

Addressing any unique circumstances that may affect your financial situation, such as divorce or the state of a business.