Financial Planning [Coming Soon]

Service Description

Whether you are already working with a financial advisor or looking to start working with one, Barbell Financial is ready to speak with you about the value we can provide. As a fiduciary, Barbell Financial must always put the interests of the client above their own. With fee-only financial planning, Barbell Financial never receives a commission for selling you any products. You can choose: 1) to have Barbell Financial take custody of your assets and manage and invest those assets for you based on your risk profile, investing time horizon, and overall financial objectives. A fee will be charged as a percentage of your assets; or 2) to work with Barbell Financial to have a comprehensive financial plan created for you for a flat one-time fee. If you are currently working with a financial advisor, Barbell Financial offers an assessment of your current investment portfolio to provide feedback. Think of this as getting a second opinion on a health concern with a doctor. Barbell Financial charges a flat one-time fee for this assessment which is waived if you become a client. Email info@barbellfinancial.com or text/call 908-902-9967 to learn more and get started.