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9011 Bowman Barrier Road
Mount Pleasant, NC 28124

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Barrier Financial $ervices

(704) 436-9705

 
When Markets React Behavioral Finance Should You Tap Retirement Savings to Fund College? Should You Ever Retire?

WELCOME!

I provide personalized tax, financial and investment management services to individuals and businesses.

I offer retirement planning, education planning, risk management and so much more. I offer my clients a multi-faceted approach to address their growing financial needs.

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Helpful Content

What You Need to Know about Tax-Loss Harvesting

What You Need to Know about Tax-Loss Harvesting

While tax-loss harvesting won't eliminate your taxes, it may offset what you owe on your taxable investment accounts.

Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Understanding the SECURE Act 2.0

Understanding the SECURE Act 2.0

A timeline covering a few of the major provisions of the SECURE Act 2.0.

 

Separating the Signal From the Noise

A good professional provides important guidance and insight through the years.

Navigate Life’s Transitions with Confidence

Whatever stage of life you are in, learn how to navigate the present—and whatever comes next—with confidence.

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.

Financial Planning for Divorce

Tap into one of the most important members of your "divorce team".

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

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College Savings

See how much you may need to save now to cover future college costs for your child.

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

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Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

When Markets React

When markets shift, experienced investors stick to their strategy.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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