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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
As the race among large tech companies to monetize AI hits full throttle, it's worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.
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A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.