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. 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.
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.
Services
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.
Daniel J Barfield prides himself and his team in treating their clients like family. They enjoy learning about their client's life goals and helping to reach them through a financial vision. Daniel has aligned his firm with some of the most prominent money managers in the nation to assist his clients.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
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