The Holistic Financial Planner
Barbara has been a practicing financial planner since 1986 and is a co-founder of Cornerstone Financial Planning Group, LLC. Her financial planning practice emphasizes a holistic, yet financially conservative, investment management approach utilizing various forms of securities and insurance products to help meet your financial goals.
Financial Strategies Just For You
To keep up with the ever-changing tax laws and investment options, she regularly attends seminars and symposiums. That’s how she hones her financial acumen. Her goal? To offer you the most effective financial strategies possible to help you reach your life goals.
“I take pride in my cutting-edge financial experience,” says Barbara. “But knowing that I help my clients live the lives they want most is my ultimate joy.”