It's Never Too Early – Or Late
No matter where you're at in your financial journey, it's never too early — or too late — to start thinking about your financial future.
Financial Strategies Designed With You In Mind
We understand how hard it can be to prepare your finances for the future. That's why we work with you to make sure creating your strategy is as painless as possible.
Meet Glen Barber
Glen has over twenty five years of experience in the area of investment management and financial counsel. He combines his commitment to sound principles of financial management with the complex situations of clients in order to help them meet their life goals. As a CERTIFIED FINANCIAL PLANNER™ certificant, Glen focuses on determining how individuals can meet their life goals through proper management of their financial resources. By listening to his clients and analyzing their financial situations, Glen can translate specific financial needs into realistic financial strategies. His expertise includes investment management, retirement income planning, insurance planning and estate planning.