Whether you are in the beginning stages of your career, managing a small business, planning for your child's education, or looking forward to retirement, you need a solid plan in place to feel confident that you'll be able to weather life's major changes.
As a former educator, I believe in giving my clients the right information they need to feel knowledgeable and informed about their financial investments-working collaboratively with each client to explain and create that solid financial plan in Bucks County.Every client has unique financial circumstances and challenges.
As a former educator, I believe in giving my clients the right information they need to feel knowledgeable and informed about their financial investments-working collaboratively with each client to explain and create that solid financial plan in Bucks County.Every client has unique financial circumstances and challenges.
Services
Making a positive impact on the lives of others is what has motivated me throughout my working life. I spent a number of years as a guidance counselor, which afforded me extensive experience managing expectations and resolving difficult situations. As I considered retirement from the field of education, it was important to me to continue to work collaboratively with people-teaching, and listening.
One of the hallmarks of my approach to financial planning is taking the time to really listen to my clients. It is important for me to understand your plans for life and retirement and any particular challenges or issues that you or your family may be facing in the near future-such as caring for aging parents or sending children to college-so that you can achieve your goals and reach for your dreams.
As a Certified Divorce Financial Analyst, my primary goal is to help clients who are facing the prospect of divorce understand their financial options and make informed decisions throughout the process.
I work in tandem with attorneys and mediators to formulate effective Bucks County divorce financial planning strategies to provide my clients with the information they need to ensure that they're able to provide for their family's short-term needs as well as their own financial security and retirement needs in the long-term.
I work in tandem with attorneys and mediators to formulate effective Bucks County divorce financial planning strategies to provide my clients with the information they need to ensure that they're able to provide for their family's short-term needs as well as their own financial security and retirement needs in the long-term.
When your child is nearing the end of high school, you might be feeling overwhelmed by a looming question: How are we going to pay for their college education? We help families put a plan in place, increase college affordability, and balance education costs with other financial goals. Our process helps to reduce the stress and anxiety surrounding college funding.
Aside from saving for college, retirement planning it is often a family's biggest goal and hurdle (and college is only four years-retirement should be enjoyed for longer than that). Unfortunately, many people aren't planning ahead. In fact, according to a Fidelity Investments survey, more than half of Americans don't have enough money saved to cover their basic needs during retirement.
Reviews
Be the first to review Barbara Rowens Financial Advisor.
Write a Review
